+207.8%
VSAT vs WSM
+232.0%
-24.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.8% | -6.9% |
| 7D | +3.5% | +2.6% | +0.9% | +2.3% |
| 30D | -14.7% | -9.3% | -5.4% | -10.7% |
| 3M | +13.2% | +7.1% | +6.1% | +9.2% |
| 6M | +57.4% | +21.7% | +35.7% | +42.4% |
| YTD | +110.0% | +28.7% | +81.2% | +85.9% |
| 1Y | +134.4% | +13.9% | +120.5% | +119.3% |
| All | +207.8% | +232.0% | -24.2% | +93.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling