+14.9%
VSAT vs SUI
-26.3%
+41.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.5% |
| 7D | -17.0% | +6.2% | -23.2% | -20.2% |
| 30D | -9.8% | +8.6% | -18.3% | -15.3% |
| 3M | -22.0% | +1.0% | -23.0% | -23.8% |
| 6M | -5.0% | -2.6% | -2.4% | -6.0% |
| YTD | +85.6% | -0.1% | +85.7% | +80.8% |
| 1Y | +80.2% | +0.5% | +79.7% | +74.8% |
| 3Y | +250.0% | +15.3% | +234.8% | +203.6% |
| All | +14.9% | -26.3% | +41.2% | +21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling