+49.1%
VSAT vs WCC
+224.0%
-174.9%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.6% | -2.0% |
| 7D | -1.3% | +1.5% | -2.9% | -2.3% |
| 30D | -14.8% | -2.1% | -12.7% | -13.7% |
| 3M | +2.2% | +3.8% | -1.6% | -0.3% |
| 6M | +60.2% | +35.0% | +25.2% | +35.4% |
| YTD | +115.6% | +46.4% | +69.3% | +75.0% |
| 1Y | +132.9% | +63.0% | +69.9% | +79.7% |
| 3Y | +216.1% | +133.9% | +82.1% | +91.4% |
| All | +49.1% | +224.0% | -174.9% | -26.0% |
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