+1,573.8%
VSAT vs SUI
+2,024.9%
-451.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.4% | +5.2% |
| 7D | +11.8% | -2.8% | +14.6% | +13.4% |
| 30D | -7.0% | -1.2% | -5.9% | -6.7% |
| 3M | +3.3% | -1.7% | +5.0% | +3.2% |
| 6M | +57.4% | -10.5% | +67.9% | +65.3% |
| YTD | +118.6% | -1.8% | +120.4% | +118.8% |
| 1Y | +150.2% | -4.1% | +154.3% | +153.1% |
| 3Y | +160.7% | +11.3% | +149.5% | +142.5% |
| 5Y | +51.2% | -32.1% | +83.3% | +78.7% |
| 10Y | -0.7% | +110.4% | -111.1% | -34.8% |
| All | +1,573.8% | +2,024.9% | -451.1% | +245.7% |
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 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