+69.4%
USAR vs VSAT
+143.7%
-74.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.9% | +3.5% | -2.2% |
| 7D | -4.4% | +3.5% | -7.9% | -5.0% |
| 30D | -10.4% | -14.7% | +4.3% | -8.0% |
| 3M | -18.4% | +13.2% | -31.5% | -20.1% |
| 6M | -8.8% | +57.4% | -66.2% | -14.1% |
| YTD | +43.4% | +110.0% | -66.6% | +31.9% |
| 1Y | +21.0% | +134.4% | -113.4% | +11.3% |
| 3Y | +67.7% | +203.5% | -135.8% | +49.4% |
| All | +69.4% | +143.7% | -74.3% | +50.9% |
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