+35.9%
UL vs VSAT
+252.2%
-216.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.1% |
| 7D | +1.1% | +5.9% | -4.8% | +1.1% |
| 30D | +4.5% | +9.7% | -5.2% | +4.4% |
| 3M | +6.5% | -18.3% | +24.8% | +6.6% |
| 6M | +18.2% | -4.1% | +22.2% | +18.0% |
| YTD | +4.7% | +96.5% | -91.8% | +3.4% |
| 1Y | +0.8% | +89.3% | -88.5% | -0.5% |
| 3Y | +35.9% | +270.1% | -234.2% | +30.1% |
| All | +35.9% | +252.2% | -216.3% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling