+47.1%
VSAT vs NWSA
+40.1%
+7.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.6% | -6.7% |
| 7D | +3.5% | -3.1% | +6.6% | +5.5% |
| 30D | -14.7% | +4.3% | -19.0% | -17.3% |
| 3M | +13.2% | +9.2% | +3.9% | +4.4% |
| 6M | +57.4% | +21.6% | +35.8% | +32.7% |
| YTD | +110.0% | +14.2% | +95.8% | +83.6% |
| 1Y | +134.4% | +1.8% | +132.6% | +125.0% |
| 3Y | +203.5% | +44.4% | +159.1% | +125.4% |
| 5Y | +47.1% | +41.0% | +6.2% | +3.3% |
| All | +47.1% | +40.1% | +7.1% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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