+204.5%
URI vs VSAT
+25.1%
+179.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.9% | +3.7% | -0.6% |
| 7D | +6.7% | +5.9% | +0.8% | +5.8% |
| 30D | +8.9% | +9.7% | -0.8% | +7.1% |
| 3M | +0.5% | -18.3% | +18.8% | +2.7% |
| 6M | +20.7% | -4.1% | +24.7% | +18.6% |
| YTD | +40.0% | +96.5% | -56.5% | +22.1% |
| 1Y | +34.4% | +89.3% | -54.9% | +17.4% |
| 3Y | +149.5% | +270.1% | -120.6% | +75.1% |
| All | +204.5% | +25.1% | +179.4% | +169.2% |
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