+2,477.6%
TROW vs VSAT
+1,536.8%
+940.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.6% | -1.0% |
| 7D | +0.4% | +17.3% | -16.9% | -2.7% |
| 30D | -4.0% | -3.3% | -0.8% | -3.7% |
| 3M | +5.0% | +18.7% | -13.7% | -0.5% |
| 6M | +24.3% | +77.6% | -53.2% | +7.0% |
| YTD | +9.8% | +125.6% | -115.9% | -10.7% |
| 1Y | +6.4% | +158.3% | -151.9% | -17.1% |
| 3Y | +15.8% | +226.1% | -210.3% | -26.1% |
| 5Y | -37.3% | +54.7% | -91.9% | -56.0% |
| 10Y | +130.6% | +3.5% | +127.1% | +65.7% |
| All | +2,477.6% | +1,536.8% | +940.7% | +1,001.9% |
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