+50.7%
USHY vs VSAT
+20.2%
+30.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.3% | -0.2% |
| 7D | 0.0% | +17.3% | -17.3% | -0.7% |
| 30D | 0.0% | -3.3% | +3.3% | +0.1% |
| 3M | +1.2% | +18.7% | -17.6% | -0.1% |
| 6M | +2.6% | +77.6% | -74.9% | -0.9% |
| YTD | +2.4% | +125.6% | -123.2% | -2.4% |
| 1Y | +4.2% | +158.3% | -154.1% | -1.8% |
| 3Y | +28.0% | +226.1% | -198.1% | +15.3% |
| 5Y | +21.8% | +54.7% | -32.9% | +12.9% |
| All | +50.7% | +20.2% | +30.5% | +37.0% |
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