+25.1%
USB vs VSAT
+36.3%
-11.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | +1.4% | -0.5% | +1.9% | +1.2% |
| 30D | +6.4% | +4.0% | +2.5% | +5.5% |
| 3M | -4.5% | -11.8% | +7.3% | -4.0% |
| 6M | +11.4% | +6.9% | +4.4% | +8.6% |
| YTD | +17.1% | +117.2% | -100.1% | +5.0% |
| 1Y | +32.6% | +102.4% | -69.8% | +19.4% |
| 3Y | +101.8% | +295.5% | -193.6% | +56.5% |
| 5Y | +25.1% | +37.0% | -11.9% | +10.5% |
| All | +25.1% | +36.3% | -11.2% | +10.5% |
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