+25.3%
VSAT vs WST
+1.0%
+24.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.2% | -5.2% |
| 7D | +5.9% | +4.2% | +1.7% | +5.1% |
| 30D | +9.7% | +11.2% | -1.5% | +7.8% |
| 3M | -18.3% | +20.4% | -38.7% | -21.0% |
| 6M | -4.1% | +37.9% | -41.9% | -9.4% |
| YTD | +96.5% | +51.8% | +44.7% | +81.7% |
| 1Y | +89.3% | +56.6% | +32.6% | +74.0% |
| 3Y | +270.1% | +24.2% | +245.8% | +232.0% |
| All | +25.3% | +1.0% | +24.3% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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