+132.3%
VSAT vs UUUU
-91.9%
+224.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +3.1% |
| 7D | +17.3% | +2.8% | +14.5% | +17.0% |
| 30D | -3.3% | +3.4% | -6.7% | -3.6% |
| 3M | +18.7% | -3.9% | +22.6% | +19.2% |
| 6M | +77.6% | -23.2% | +100.7% | +81.6% |
| YTD | +125.6% | +0.6% | +125.1% | +124.1% |
| 1Y | +158.3% | +22.9% | +135.4% | +150.1% |
| 3Y | +226.1% | +98.6% | +127.5% | +195.5% |
| 5Y | +54.7% | +130.2% | -75.6% | +35.9% |
| 10Y | +3.5% | +519.5% | -516.0% | -19.4% |
| All | +132.3% | -91.9% | +224.2% | +85.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling