+25.3%
VSAT vs WU
-43.8%
+69.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.4% |
| 7D | +5.9% | -2.0% | +7.9% | +6.5% |
| 30D | +9.7% | +11.4% | -1.7% | +4.6% |
| 3M | -18.3% | -6.8% | -11.5% | -17.1% |
| 6M | -4.1% | -14.6% | +10.6% | -0.7% |
| YTD | +96.5% | -20.6% | +117.2% | +108.1% |
| 1Y | +89.3% | -15.4% | +104.6% | +94.3% |
| 3Y | +270.1% | -23.6% | +293.7% | +292.6% |
| All | +25.3% | -43.8% | +69.1% | +43.8% |
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