+91.5%
USB vs VSAT
+225.8%
-134.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.7% | -8.2% | -1.0% |
| 7D | 0.0% | -17.0% | +17.0% | +1.1% |
| 30D | +5.8% | -9.8% | +15.6% | +6.2% |
| 3M | -6.0% | -22.0% | +16.0% | -4.8% |
| 6M | +7.8% | -5.0% | +12.7% | +6.6% |
| YTD | +14.6% | +85.6% | -71.0% | +6.8% |
| 1Y | +31.8% | +80.2% | -48.4% | +22.8% |
| 3Y | +91.5% | +250.0% | -158.5% | +59.4% |
| All | +91.5% | +225.8% | -134.3% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling