-7.4%
VSAT vs SUI
+120.9%
-128.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.8% |
| 7D | +12.5% | -2.4% | +14.9% | +13.9% |
| 30D | +11.0% | +3.3% | +7.7% | +7.1% |
| 3M | -11.1% | +0.7% | -11.8% | -13.2% |
| 6M | +2.8% | -4.1% | +6.9% | +2.3% |
| YTD | +118.0% | -1.8% | +119.8% | +114.2% |
| 1Y | +97.1% | -4.1% | +101.2% | +96.3% |
| 3Y | +296.8% | +17.4% | +279.4% | +244.4% |
| 5Y | +38.7% | -27.0% | +65.7% | +56.8% |
| 10Y | -7.4% | +121.2% | -128.6% | -40.1% |
| All | -7.4% | +120.9% | -128.3% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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