+145.0%
TRV vs VSAT
+207.8%
-62.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +1.9% | -1.3% | +3.3% | +1.9% |
| 30D | +1.7% | -14.8% | +16.5% | +1.9% |
| 3M | +23.9% | +2.2% | +21.7% | +23.6% |
| 6M | +26.3% | +60.2% | -33.9% | +24.8% |
| YTD | +30.8% | +115.6% | -84.8% | +28.2% |
| 1Y | +36.3% | +132.9% | -96.5% | +33.1% |
| 3Y | +145.0% | +216.1% | -71.1% | +132.0% |
| All | +145.0% | +207.8% | -62.8% | +132.0% |
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 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