+11.6%
TROW vs VSAT
+207.8%
-196.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -3.2% | -1.3% | -1.8% | -3.1% |
| 30D | -4.6% | -14.8% | +10.2% | -3.2% |
| 3M | -0.7% | +2.2% | -2.9% | -1.7% |
| 6M | +22.2% | +60.2% | -38.0% | +14.6% |
| YTD | +6.6% | +115.6% | -109.0% | -3.2% |
| 1Y | +5.8% | +132.9% | -127.0% | -5.2% |
| 3Y | +11.6% | +216.1% | -204.5% | -4.7% |
| All | +11.6% | +207.8% | -196.2% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling