+142.1%
WEC vs VSAT
+3.1%
+139.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -0.9% |
| 7D | -1.3% | +3.4% | -4.7% | -1.5% |
| 30D | -0.4% | -12.2% | +11.8% | +0.2% |
| 3M | -6.8% | +20.6% | -27.4% | -8.3% |
| 6M | -6.4% | +60.2% | -66.6% | -9.7% |
| YTD | +2.5% | +115.3% | -112.8% | -3.1% |
| 1Y | -0.4% | +154.6% | -155.0% | -7.2% |
| 3Y | +38.5% | +211.2% | -172.6% | +22.1% |
| 5Y | +31.7% | +52.7% | -21.0% | +20.3% |
| All | +142.1% | +3.1% | +139.0% | +105.8% |
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 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