+52.7%
VSAT vs UUUU
+111.0%
-58.3%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.3% | +8.8% | +4.3% |
| 7D | +3.4% | -5.0% | +8.4% | +4.9% |
| 30D | -12.2% | -7.8% | -4.5% | -10.4% |
| 3M | +20.6% | -0.4% | +21.1% | +20.2% |
| 6M | +60.2% | -32.9% | +93.1% | +75.3% |
| YTD | +115.3% | -6.3% | +121.5% | +111.9% |
| 1Y | +154.6% | +7.9% | +146.6% | +134.0% |
| 3Y | +211.2% | +85.2% | +126.0% | +126.7% |
| 5Y | +52.7% | +97.0% | -44.3% | +7.6% |
| All | +52.7% | +111.0% | -58.3% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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