-1.1%
UNH vs VSAT
+25.1%
-26.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.5% | +0.6% |
| 7D | +3.4% | +5.9% | -2.5% | +3.3% |
| 30D | +3.0% | +9.7% | -6.7% | +2.8% |
| 3M | +2.7% | -18.3% | +21.0% | +2.9% |
| 6M | +2.8% | -4.1% | +6.8% | +2.5% |
| YTD | +25.9% | +96.5% | -70.6% | +23.7% |
| 1Y | +25.8% | +89.3% | -63.5% | +23.6% |
| 3Y | -20.0% | +270.1% | -290.1% | -22.6% |
| All | -1.1% | +25.1% | -26.1% | +1.3% |
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