+42.9%
WELL vs VSAT
+155.3%
-112.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.0% | -7.1% | -2.1% |
| 7D | -0.8% | +11.8% | -12.6% | -0.9% |
| 30D | -0.1% | -7.0% | +7.0% | 0.0% |
| 3M | +18.0% | +3.3% | +14.8% | +17.7% |
| 6M | +15.0% | +57.4% | -42.4% | +12.8% |
| YTD | +28.6% | +118.6% | -90.0% | +26.1% |
| 1Y | +42.9% | +150.2% | -107.3% | +40.6% |
| All | +42.9% | +155.3% | -112.4% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling