+207.8%
VSAT vs TRU
-2.1%
+209.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.2% | -6.6% |
| 7D | +3.5% | -6.5% | +10.0% | +5.9% |
| 30D | -14.7% | -2.5% | -12.2% | -14.4% |
| 3M | +13.2% | +10.4% | +2.8% | +6.3% |
| 6M | +57.4% | +1.6% | +55.7% | +52.6% |
| YTD | +110.0% | -9.7% | +119.7% | +112.0% |
| 1Y | +134.4% | -17.3% | +151.7% | +145.7% |
| All | +207.8% | -2.1% | +209.9% | +200.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling