+595.8%
WDC vs VSAT
+36.3%
+559.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -16.7% | -0.5% | -16.2% | -16.6% |
| 30D | -27.2% | +4.0% | -31.2% | -27.6% |
| 3M | -34.0% | -11.8% | -22.2% | -32.8% |
| 6M | -39.7% | +6.9% | -46.6% | -41.4% |
| YTD | +68.1% | +117.2% | -49.2% | +45.9% |
| 1Y | +66.3% | +102.4% | -36.1% | +45.4% |
| 3Y | +754.4% | +295.5% | +459.0% | +513.1% |
| 5Y | +595.8% | +37.0% | +558.7% | +453.2% |
| All | +595.8% | +36.3% | +559.4% | +453.2% |
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