+47.1%
VSAT vs TRU
-36.4%
+83.6%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.2% | -6.6% |
| 7D | +3.5% | -6.5% | +10.0% | +6.2% |
| 30D | -14.7% | -2.5% | -12.2% | -14.3% |
| 3M | +13.2% | +10.4% | +2.8% | +5.8% |
| 6M | +57.4% | +1.6% | +55.7% | +52.1% |
| YTD | +110.0% | -9.7% | +119.7% | +111.5% |
| 1Y | +134.4% | -17.3% | +151.7% | +145.5% |
| 3Y | +203.5% | -1.8% | +205.4% | +178.5% |
| 5Y | +47.1% | -36.2% | +83.4% | +43.1% |
| All | +47.1% | -36.4% | +83.6% | +43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling