+1,340.7%
URI vs VSAT
-9.2%
+1,349.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +7.7% | -6.6% | -0.7% |
| 7D | -9.8% | -17.0% | +7.2% | -5.9% |
| 30D | +1.7% | -9.8% | +11.5% | +3.5% |
| 3M | -9.1% | -22.0% | +12.9% | -4.8% |
| 6M | +9.9% | -5.0% | +14.8% | +6.3% |
| YTD | +31.2% | +85.6% | -54.4% | +4.3% |
| 1Y | +25.9% | +80.2% | -54.3% | +0.1% |
| 3Y | +147.4% | +250.0% | -102.6% | +29.5% |
| 5Y | +179.7% | -4.6% | +184.3% | +123.1% |
| All | +1,340.7% | -9.2% | +1,349.9% | +922.4% |
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