+55.8%
WEC vs VSAT
+31.4%
+24.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | +0.1% |
| 7D | -0.7% | +20.0% | -20.7% | -1.1% |
| 30D | +11.0% | +6.5% | +4.5% | +10.7% |
| 3M | +8.6% | -18.3% | +26.9% | +8.9% |
| 6M | +6.2% | +0.4% | +5.8% | +5.7% |
| YTD | +14.3% | +106.7% | -92.4% | +11.3% |
| 1Y | +8.4% | +89.9% | -81.5% | +5.7% |
| 3Y | +62.9% | +276.3% | -213.5% | +51.6% |
| 5Y | +55.8% | +32.9% | +22.9% | +52.4% |
| All | +55.8% | +31.4% | +24.4% | +52.4% |
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 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