+228.4%
UNH vs VSAT
+3.3%
+225.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.5% | -2.4% |
| 7D | -4.5% | -1.3% | -3.2% | -4.5% |
| 30D | -6.5% | -14.8% | +8.3% | -5.7% |
| 3M | -6.0% | +2.2% | -8.2% | -6.7% |
| 6M | +33.7% | +60.2% | -26.5% | +27.9% |
| YTD | +16.4% | +115.6% | -99.3% | +8.7% |
| 1Y | +10.1% | +132.9% | -122.8% | +1.9% |
| 3Y | -16.3% | +216.1% | -232.4% | -27.6% |
| 5Y | +2.1% | +52.9% | -50.8% | -7.5% |
| All | +228.4% | +3.3% | +225.1% | +183.9% |
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