+31.7%
WEC vs VSAT
+53.4%
-21.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.2% | -2.2% | +1.0% |
| 7D | +0.8% | +17.3% | -16.5% | +0.4% |
| 30D | +0.3% | -3.3% | +3.6% | +0.4% |
| 3M | -2.9% | +18.7% | -21.7% | -3.6% |
| 6M | -5.9% | +77.6% | -83.5% | -7.8% |
| YTD | +4.1% | +125.6% | -121.5% | +1.3% |
| 1Y | +3.1% | +158.3% | -155.2% | -0.4% |
| 3Y | +40.8% | +226.1% | -185.4% | +32.6% |
| 5Y | +31.7% | +54.7% | -23.0% | +28.2% |
| All | +31.7% | +53.4% | -21.7% | +28.2% |
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