+158.3%
VSAT vs TMF
-21.2%
+179.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.3% |
| 7D | +17.3% | +1.0% | +16.3% | +16.8% |
| 30D | -3.3% | -1.8% | -1.4% | -2.5% |
| 3M | +18.7% | -8.2% | +27.0% | +23.3% |
| 6M | +77.6% | -19.5% | +97.0% | +89.6% |
| YTD | +125.6% | -16.0% | +141.6% | +141.9% |
| 1Y | +158.3% | -22.5% | +180.8% | +182.9% |
| All | +158.3% | -21.2% | +179.5% | +182.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling