+92.7%
USB vs VSAT
-15.7%
+108.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -11.1% | +9.0% | -0.4% |
| 7D | -1.5% | -23.9% | +22.4% | +2.4% |
| 30D | +4.3% | -20.2% | +24.5% | +7.2% |
| 3M | -6.1% | -26.7% | +20.6% | -2.6% |
| 6M | +9.4% | -9.4% | +18.8% | +7.5% |
| YTD | +15.2% | +72.3% | -57.1% | -0.3% |
| 1Y | +32.8% | +56.6% | -23.8% | +16.1% |
| 3Y | +91.3% | +199.9% | -108.6% | +29.7% |
| 5Y | +22.7% | -11.4% | +34.0% | +6.3% |
| All | +92.7% | -15.7% | +108.4% | +45.6% |
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