+132.9%
VSAT vs TRU
-13.7%
+146.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | -1.3% | -2.7% | +1.4% | -1.1% |
| 30D | -14.8% | -2.0% | -12.8% | -14.9% |
| 3M | +2.2% | +18.4% | -16.2% | -2.6% |
| 6M | +60.2% | +8.9% | +51.3% | +55.5% |
| YTD | +115.6% | -8.9% | +124.6% | +116.8% |
| 1Y | +132.9% | -15.9% | +148.7% | +128.6% |
| All | +132.9% | -13.7% | +146.5% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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