+6,893.4%
URI vs VSAT
+1,105.1%
+5,788.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.0% | -3.4% | +0.4% |
| 7D | -2.0% | +11.8% | -13.8% | -4.7% |
| 30D | -12.9% | -7.0% | -5.9% | -11.6% |
| 3M | -6.7% | +3.3% | -10.0% | -10.1% |
| 6M | +19.0% | +57.4% | -38.4% | +1.1% |
| YTD | +25.5% | +118.6% | -93.0% | -3.4% |
| 1Y | +5.5% | +150.2% | -144.7% | -23.2% |
| 3Y | +111.3% | +160.7% | -49.4% | +24.6% |
| 5Y | +198.6% | +51.2% | +147.4% | +88.3% |
| 10Y | +1,179.9% | -0.7% | +1,180.6% | +778.0% |
| All | +6,893.4% | +1,105.1% | +5,788.3% | +1,522.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling