+8.4%
VSAT vs TRU
+243.6%
-235.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.1% | -5.0% |
| 7D | +5.9% | 0.0% | +5.9% | +6.0% |
| 30D | +9.7% | +21.3% | -11.6% | -1.3% |
| 3M | -18.3% | +0.2% | -18.5% | -20.5% |
| 6M | -4.1% | +22.4% | -26.4% | -17.0% |
| YTD | +96.5% | -4.8% | +101.4% | +88.9% |
| 1Y | +89.3% | -0.2% | +89.4% | +77.5% |
| 3Y | +270.1% | +57.9% | +212.1% | +163.7% |
| 5Y | +26.4% | -26.1% | +52.5% | +25.4% |
| 10Y | -16.5% | +184.8% | -201.4% | -48.3% |
| All | +8.4% | +243.6% | -235.2% | -33.5% |
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