+191.1%
TRI vs VSAT
+3.3%
+187.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -7.9% | -1.3% | -6.5% | -7.8% |
| 30D | -4.5% | -14.8% | +10.3% | -3.8% |
| 3M | +22.1% | +2.2% | +19.9% | +21.2% |
| 6M | -2.8% | +60.2% | -63.0% | -7.0% |
| YTD | -23.4% | +115.6% | -139.1% | -28.5% |
| 1Y | -41.5% | +132.9% | -174.4% | -45.9% |
| 3Y | -19.2% | +216.1% | -235.3% | -30.9% |
| 5Y | -9.4% | +52.9% | -62.3% | -19.8% |
| All | +191.1% | +3.3% | +187.7% | +155.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 10y: compounded portfolio wealth divided by compounded VSAT 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…
10y analysis · Full analysis span regression · 6 months rolling