+279.5%
UNP vs VSAT
+3.1%
+276.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.1% |
| 7D | -1.2% | +3.4% | -4.6% | -1.6% |
| 30D | -2.0% | -12.2% | +10.3% | -0.7% |
| 3M | +7.5% | +20.6% | -13.1% | +3.8% |
| 6M | +15.3% | +60.2% | -44.8% | +6.5% |
| YTD | +25.4% | +115.3% | -89.9% | +10.7% |
| 1Y | +35.6% | +154.6% | -119.0% | +15.9% |
| 3Y | +44.1% | +211.2% | -167.0% | +9.3% |
| 5Y | +54.0% | +52.7% | +1.3% | +24.2% |
| All | +279.5% | +3.1% | +276.3% | +200.5% |
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