+226.1%
VSAT vs URA
+121.0%
+105.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.1% | +0.1% | +1.2% |
| 7D | +17.3% | +8.1% | +9.2% | +11.5% |
| 30D | -3.3% | +5.8% | -9.0% | -6.8% |
| 3M | +18.7% | +3.4% | +15.3% | +15.9% |
| 6M | +77.6% | -2.6% | +80.2% | +78.5% |
| YTD | +125.6% | +11.2% | +114.5% | +110.5% |
| 1Y | +158.3% | +19.8% | +138.5% | +129.4% |
| 3Y | +226.1% | +121.5% | +104.7% | +114.3% |
| All | +226.1% | +121.0% | +105.1% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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