+524.6%
TRI vs VSAT
+792.7%
-268.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.2% | -9.7% | -6.8% |
| 7D | -7.1% | +17.3% | -24.4% | -8.7% |
| 30D | -2.3% | -3.3% | +0.9% | -2.2% |
| 3M | +19.6% | +18.7% | +0.8% | +15.6% |
| 6M | -8.7% | +77.6% | -86.3% | -16.9% |
| YTD | -22.3% | +125.6% | -147.9% | -31.8% |
| 1Y | -40.7% | +158.3% | -199.0% | -49.2% |
| 3Y | -17.8% | +226.1% | -243.9% | -38.4% |
| 5Y | -8.5% | +54.7% | -63.2% | -27.5% |
| 10Y | +192.6% | +3.5% | +189.1% | +132.5% |
| All | +524.6% | +792.7% | -268.0% | +209.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling