+741.5%
HWM vs VSAT
+51.9%
+689.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.5% | -1.0% |
| 7D | -2.1% | +11.8% | -13.9% | -3.4% |
| 30D | -11.0% | -7.0% | -3.9% | -10.4% |
| 3M | +4.0% | +3.3% | +0.8% | +2.4% |
| 6M | -0.2% | +57.4% | -57.7% | -7.3% |
| YTD | +26.7% | +118.6% | -91.9% | +12.6% |
| 1Y | +44.7% | +150.2% | -105.5% | +25.8% |
| 3Y | +426.1% | +160.7% | +265.4% | +328.1% |
| All | +741.5% | +51.9% | +689.6% | +611.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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