+226.1%
VSAT vs WCC
+137.6%
+88.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.5% | +0.7% | +1.7% |
| 7D | +17.3% | +8.5% | +8.8% | +11.5% |
| 30D | -3.3% | -1.0% | -2.3% | -2.6% |
| 3M | +18.7% | +2.1% | +16.6% | +16.9% |
| 6M | +77.6% | +36.8% | +40.7% | +46.2% |
| YTD | +125.6% | +47.7% | +77.9% | +78.1% |
| 1Y | +158.3% | +66.5% | +91.8% | +91.9% |
| 3Y | +226.1% | +134.2% | +92.0% | +78.9% |
| All | +226.1% | +137.6% | +88.5% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling