+293.8%
TRV vs VSAT
+3.1%
+290.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.3% |
| 7D | -1.5% | +3.4% | -4.9% | -1.8% |
| 30D | -1.8% | -12.2% | +10.4% | -0.8% |
| 3M | +21.6% | +20.6% | +1.0% | +18.1% |
| 6M | +22.5% | +60.2% | -37.7% | +14.7% |
| YTD | +28.1% | +115.3% | -87.1% | +15.5% |
| 1Y | +37.0% | +154.6% | -117.5% | +20.1% |
| 3Y | +141.9% | +211.2% | -69.3% | +91.2% |
| 5Y | +158.5% | +52.7% | +105.8% | +117.3% |
| All | +293.8% | +3.1% | +290.7% | +226.5% |
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