+231.8%
WAT vs VSAT
-4.9%
+236.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | +3.4% | -0.5% | +3.9% | +3.2% |
| 30D | +9.6% | +4.0% | +5.7% | +8.6% |
| 3M | +15.5% | -11.8% | +27.2% | +16.3% |
| 6M | +33.9% | +6.9% | +27.0% | +29.7% |
| YTD | +25.2% | +117.2% | -92.0% | +9.3% |
| 1Y | +26.3% | +102.4% | -76.2% | +10.8% |
| 3Y | +85.8% | +295.5% | -209.6% | +34.8% |
| 5Y | +35.3% | +37.0% | -1.7% | +11.4% |
| 10Y | +231.8% | -6.0% | +237.8% | +161.4% |
| All | +231.8% | -4.9% | +236.7% | +161.4% |
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