+1,059.3%
UL vs VSAT
+1,485.7%
-426.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.3% |
| 7D | -1.3% | +11.8% | -13.1% | -2.0% |
| 30D | +0.5% | -7.0% | +7.5% | +0.8% |
| 3M | +17.6% | +3.3% | +14.3% | +16.6% |
| 6M | -5.4% | +57.4% | -62.8% | -8.8% |
| YTD | +0.7% | +118.6% | -117.9% | -5.1% |
| 1Y | -9.3% | +150.2% | -159.5% | -15.6% |
| 3Y | +24.5% | +160.7% | -136.2% | +10.5% |
| 5Y | +23.2% | +51.2% | -28.0% | +10.6% |
| 10Y | +64.5% | -0.7% | +65.1% | +47.6% |
| All | +1,059.3% | +1,485.7% | -426.4% | +814.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling