+37.0%
VSAT vs SUI
-25.9%
+63.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | -0.5% | +3.4% | -3.9% | -2.8% |
| 30D | +4.0% | +4.6% | -0.6% | -0.3% |
| 3M | -11.8% | +1.6% | -13.3% | -14.1% |
| 6M | +6.9% | -3.5% | +10.4% | +6.2% |
| YTD | +117.2% | -1.0% | +118.2% | +112.7% |
| 1Y | +102.4% | -1.7% | +104.2% | +99.0% |
| 3Y | +295.5% | +18.4% | +277.1% | +237.3% |
| 5Y | +37.0% | -26.3% | +63.4% | +44.7% |
| All | +37.0% | -25.9% | +63.0% | +44.7% |
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