+264.6%
WAB vs VSAT
-11.9%
+276.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +4.0% | -0.3% |
| 7D | +7.9% | +20.0% | -12.1% | +4.5% |
| 30D | +4.9% | +6.5% | -1.6% | +3.2% |
| 3M | +1.8% | -18.3% | +20.1% | +4.2% |
| 6M | +12.0% | +0.4% | +11.6% | +8.5% |
| YTD | +41.3% | +106.7% | -65.5% | +18.3% |
| 1Y | +43.8% | +89.9% | -46.0% | +21.7% |
| 3Y | +171.1% | +276.3% | -105.3% | +72.7% |
| 5Y | +217.7% | +32.9% | +184.8% | +149.3% |
| All | +264.6% | -11.9% | +276.4% | +170.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 10y: compounded portfolio wealth divided by compounded VSAT 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…
10y analysis · Full analysis span regression · 6 months rolling