-1.4%
UL vs VSAT
+87.1%
-88.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.5% | +0.2% |
| 7D | -2.5% | +20.0% | -22.5% | -1.7% |
| 30D | +5.7% | +6.5% | -0.8% | +6.2% |
| 3M | +7.0% | -18.3% | +25.3% | +7.0% |
| 6M | +16.1% | +0.4% | +15.7% | +16.6% |
| YTD | +3.6% | +106.7% | -103.2% | +7.4% |
| 1Y | -1.4% | +89.9% | -91.2% | +1.6% |
| All | -1.4% | +87.1% | -88.5% | +1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling