+54.7%
VSAT vs WU
-51.1%
+105.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.5% | +5.7% | +4.2% |
| 7D | +17.3% | -0.8% | +18.2% | +17.6% |
| 30D | -3.3% | -1.1% | -2.1% | -3.1% |
| 3M | +18.7% | -1.8% | +20.5% | +17.2% |
| 6M | +77.6% | -23.9% | +101.5% | +94.4% |
| YTD | +125.6% | -20.4% | +146.0% | +140.8% |
| 1Y | +158.3% | -10.6% | +168.9% | +159.8% |
| 3Y | +226.1% | -27.7% | +253.9% | +255.9% |
| 5Y | +54.7% | -51.1% | +105.8% | +87.6% |
| All | +54.7% | -51.1% | +105.8% | +87.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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