+20.6%
UL vs VSAT
+45.0%
-24.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.9% | +5.3% | -1.5% |
| 7D | -3.2% | +3.5% | -6.7% | -3.3% |
| 30D | -0.6% | -14.7% | +14.1% | -0.3% |
| 3M | +9.4% | +13.2% | -3.7% | +8.9% |
| 6M | -4.1% | +57.4% | -61.5% | -5.5% |
| YTD | -2.0% | +110.0% | -112.0% | -4.1% |
| 1Y | -9.0% | +134.4% | -143.4% | -11.4% |
| 3Y | +21.8% | +203.5% | -181.7% | +15.5% |
| 5Y | +20.6% | +47.1% | -26.5% | +12.4% |
| All | +20.6% | +45.0% | -24.4% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling