+7.8%
WBD vs VSAT
+50.0%
-42.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.7% |
| 7D | -0.6% | +3.4% | -4.0% | -1.2% |
| 30D | +4.2% | -12.2% | +16.4% | +6.0% |
| 3M | +7.5% | +20.6% | -13.1% | +2.4% |
| 6M | +1.6% | +60.2% | -58.6% | -9.0% |
| YTD | -2.2% | +115.3% | -117.4% | -17.8% |
| 1Y | +124.9% | +154.6% | -29.7% | +81.6% |
| 3Y | +149.1% | +211.2% | -62.0% | +74.0% |
| 5Y | +7.8% | +52.7% | -44.8% | -20.8% |
| All | +7.8% | +50.0% | -42.1% | -20.8% |
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