+4.6%
UNH vs VSAT
+50.0%
-45.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.7% | -1.3% |
| 7D | -3.2% | +3.4% | -6.6% | -3.2% |
| 30D | -3.5% | -12.2% | +8.8% | -3.3% |
| 3M | -4.2% | +20.6% | -24.8% | -4.6% |
| 6M | +38.3% | +60.2% | -21.9% | +36.7% |
| YTD | +19.2% | +115.3% | -96.1% | +17.2% |
| 1Y | +15.0% | +154.6% | -139.6% | +12.7% |
| 3Y | -14.5% | +211.2% | -225.7% | -16.3% |
| 5Y | +4.6% | +52.7% | -48.1% | -1.6% |
| All | +4.6% | +50.0% | -45.4% | -1.6% |
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