+170.9%
WAB vs VSAT
+219.7%
-48.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.2% | -2.7% | +0.3% |
| 7D | +1.7% | +17.3% | -15.6% | +0.5% |
| 30D | -2.4% | -3.3% | +0.9% | -2.3% |
| 3M | +9.7% | +18.7% | -9.1% | +7.7% |
| 6M | +16.5% | +77.6% | -61.0% | +11.0% |
| YTD | +33.7% | +125.6% | -91.9% | +24.9% |
| 1Y | +49.7% | +158.3% | -108.6% | +38.3% |
| 3Y | +170.9% | +226.1% | -55.2% | +141.7% |
| All | +170.9% | +219.7% | -48.8% | +141.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling