+107.5%
UL vs VSAT
-11.9%
+119.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.5% | +0.6% |
| 7D | -2.5% | +20.0% | -22.5% | -3.3% |
| 30D | +5.7% | +6.5% | -0.8% | +5.1% |
| 3M | +7.0% | -18.3% | +25.3% | +7.6% |
| 6M | +16.1% | +0.4% | +15.7% | +14.8% |
| YTD | +3.6% | +106.7% | -103.2% | -1.9% |
| 1Y | -1.4% | +89.9% | -91.2% | -6.4% |
| 3Y | +34.1% | +276.3% | -242.3% | +16.6% |
| 5Y | +32.0% | +32.9% | -0.9% | +22.6% |
| All | +107.5% | -11.9% | +119.4% | +88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling