+261.5%
WAB vs VSAT
-16.2%
+277.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | 0.0% |
| 7D | +5.1% | +5.9% | -0.8% | +3.9% |
| 30D | +4.0% | +9.7% | -5.7% | +1.8% |
| 3M | +0.1% | -18.3% | +18.4% | +2.4% |
| 6M | +12.8% | -4.1% | +16.8% | +10.1% |
| YTD | +40.1% | +96.5% | -56.4% | +18.3% |
| 1Y | +46.4% | +89.3% | -42.9% | +23.8% |
| 3Y | +167.4% | +270.1% | -102.7% | +70.2% |
| 5Y | +215.0% | +26.4% | +188.7% | +149.3% |
| All | +261.5% | -16.2% | +277.7% | +170.6% |
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