+1,157.2%
URI vs VSAT
+3.3%
+1,153.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | -0.2% |
| 7D | +2.5% | +17.3% | -14.8% | -1.4% |
| 30D | -12.5% | -3.3% | -9.3% | -12.1% |
| 3M | -6.2% | +18.7% | -24.9% | -12.4% |
| 6M | +25.9% | +77.6% | -51.7% | +4.1% |
| YTD | +26.2% | +125.6% | -99.4% | -3.5% |
| 1Y | +5.5% | +158.3% | -152.8% | -23.8% |
| 3Y | +125.0% | +226.1% | -101.2% | +23.9% |
| 5Y | +210.4% | +54.7% | +155.8% | +101.1% |
| 10Y | +1,157.2% | +3.5% | +1,153.7% | +768.5% |
| All | +1,157.2% | +3.3% | +1,153.9% | +768.5% |
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