+21.0%
USHY vs VSAT
+50.0%
-29.0%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.6% |
| 7D | -0.7% | +3.4% | -4.2% | -0.8% |
| 30D | -0.5% | -12.2% | +11.7% | -0.2% |
| 3M | +0.5% | +20.6% | -20.1% | -0.3% |
| 6M | +1.5% | +60.2% | -58.7% | -0.4% |
| YTD | +1.7% | +115.3% | -113.5% | -1.3% |
| 1Y | +3.5% | +154.6% | -151.0% | -0.3% |
| 3Y | +27.2% | +211.2% | -184.0% | +19.2% |
| 5Y | +21.0% | +52.7% | -31.7% | +13.9% |
| All | +21.0% | +50.0% | -29.0% | +13.9% |
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