+24.4%
VSAT vs TRU
+228.6%
-204.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.8% | +6.0% | +4.5% |
| 7D | +17.3% | -7.2% | +24.5% | +21.1% |
| 30D | -3.3% | -2.8% | -0.5% | -2.7% |
| 3M | +18.7% | +13.0% | +5.7% | +9.0% |
| 6M | +77.6% | +0.7% | +76.9% | +71.8% |
| YTD | +125.6% | -9.0% | +134.6% | +125.9% |
| 1Y | +158.3% | -16.3% | +174.6% | +168.9% |
| 3Y | +226.1% | -1.1% | +227.2% | +194.3% |
| 5Y | +54.7% | -36.0% | +90.7% | +67.9% |
| 10Y | +3.5% | +139.9% | -136.4% | -31.0% |
| All | +24.4% | +228.6% | -204.1% | -20.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling