+1,219.6%
VSAT vs SUI
+2,093.8%
-874.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +0.7% | -11.8% | -11.4% |
| 7D | -23.9% | +8.8% | -32.6% | -27.5% |
| 30D | -20.2% | +8.9% | -29.1% | -24.6% |
| 3M | -26.7% | +2.0% | -28.7% | -28.7% |
| 6M | -9.4% | -0.6% | -8.8% | -11.4% |
| YTD | +72.3% | +1.3% | +71.0% | +67.2% |
| 1Y | +56.6% | +1.3% | +55.3% | +52.0% |
| 3Y | +199.9% | +16.3% | +183.6% | +168.9% |
| 5Y | -11.4% | -25.1% | +13.7% | -1.7% |
| 10Y | -13.9% | +121.1% | -134.9% | -45.6% |
| All | +1,219.6% | +2,093.8% | -874.3% | +164.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling