+237.8%
VSAT vs SUI
+18.8%
+219.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.3% |
| 7D | -17.0% | +6.2% | -23.2% | -19.6% |
| 30D | -9.8% | +8.6% | -18.3% | -14.6% |
| 3M | -22.0% | +1.0% | -23.0% | -23.3% |
| 6M | -5.0% | -2.6% | -2.4% | -5.5% |
| YTD | +85.6% | -0.1% | +85.7% | +81.7% |
| 1Y | +80.2% | +0.5% | +79.7% | +75.6% |
| All | +237.8% | +18.8% | +219.0% | +156.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling