+1,451.5%
USB vs VSAT
+1,306.1%
+145.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -11.2% | +13.1% | +3.4% |
| 7D | +2.4% | -14.7% | +17.1% | +4.5% |
| 30D | +6.6% | -4.3% | +10.9% | +6.6% |
| 3M | -4.1% | -22.5% | +18.4% | -1.6% |
| 6M | +12.5% | +4.7% | +7.8% | +8.8% |
| YTD | +17.6% | +93.8% | -76.2% | +2.6% |
| 1Y | +36.5% | +79.8% | -43.3% | +19.7% |
| 3Y | +95.4% | +237.3% | -141.9% | +40.5% |
| 5Y | +26.1% | +2.7% | +23.5% | +3.1% |
| 10Y | +101.3% | -3.1% | +104.4% | +59.5% |
| All | +1,451.5% | +1,306.1% | +145.4% | +839.2% |
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