+25.3%
VSAT vs WCC
+139.9%
-114.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.3% | -3.9% |
| 7D | +5.9% | +9.9% | -4.1% | +0.4% |
| 30D | +9.7% | -8.4% | +18.2% | +16.4% |
| 3M | -18.3% | -10.3% | -8.0% | -12.1% |
| 6M | -4.1% | -10.5% | +6.4% | +3.2% |
| YTD | +96.5% | +32.2% | +64.3% | +70.7% |
| 1Y | +89.3% | +25.5% | +63.7% | +69.8% |
| 3Y | +270.1% | +134.7% | +135.4% | +128.5% |
| All | +25.3% | +139.9% | -114.7% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling