-8.7%
VSAT vs SUI
+115.7%
-124.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.5% |
| 7D | -17.0% | +6.2% | -23.2% | -20.3% |
| 30D | -9.8% | +8.6% | -18.3% | -15.4% |
| 3M | -22.0% | +1.0% | -23.0% | -23.9% |
| 6M | -5.0% | -2.6% | -2.4% | -6.2% |
| YTD | +85.6% | -0.1% | +85.7% | +80.7% |
| 1Y | +80.2% | +0.5% | +79.7% | +74.7% |
| 3Y | +250.0% | +15.3% | +234.8% | +207.8% |
| 5Y | -4.6% | -26.1% | +21.6% | +7.1% |
| All | -8.7% | +115.7% | -124.5% | -32.3% |
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