+222.9%
WAB vs VSAT
+45.0%
+177.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | -0.8% |
| 7D | +0.2% | +3.5% | -3.3% | -0.1% |
| 30D | -4.6% | -14.7% | +10.1% | -3.3% |
| 3M | +5.6% | +13.2% | -7.5% | +3.5% |
| 6M | +13.8% | +57.4% | -43.6% | +7.4% |
| YTD | +31.9% | +110.0% | -78.1% | +20.4% |
| 1Y | +48.3% | +134.4% | -86.1% | +33.3% |
| 3Y | +167.1% | +203.5% | -36.4% | +120.2% |
| 5Y | +222.9% | +47.1% | +175.7% | +157.8% |
| All | +222.9% | +45.0% | +177.9% | +157.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling