+79.8%
VSAT vs WSM
+44.0%
+35.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +6.5% | -17.7% | -14.1% |
| 7D | -14.7% | +8.0% | -22.6% | -18.2% |
| 30D | -4.3% | +13.5% | -17.8% | -11.4% |
| 3M | -22.5% | +8.8% | -31.3% | -26.5% |
| 6M | +4.7% | +54.7% | -50.1% | -22.3% |
| YTD | +93.8% | +53.3% | +40.5% | +42.3% |
| 1Y | +79.8% | +41.1% | +38.7% | +36.8% |
| All | +79.8% | +44.0% | +35.9% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling