+82.0%
USO vs VSAT
+3.3%
+78.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | +9.1% | -1.3% | +10.5% | +9.2% |
| 30D | +21.7% | -14.8% | +36.5% | +22.9% |
| 3M | +20.2% | +2.2% | +18.0% | +19.1% |
| 6M | +43.4% | +60.2% | -16.8% | +35.1% |
| YTD | +124.0% | +115.6% | +8.3% | +103.8% |
| 1Y | +112.2% | +132.9% | -20.7% | +90.3% |
| 3Y | +97.7% | +216.1% | -118.4% | +59.6% |
| 5Y | +217.4% | +52.9% | +164.5% | +170.1% |
| All | +82.0% | +3.3% | +78.7% | +57.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling