+349.9%
WELL vs VSAT
+3.1%
+346.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.4% |
| 7D | -2.2% | +3.4% | -5.7% | -2.7% |
| 30D | +4.7% | -12.2% | +16.9% | +6.2% |
| 3M | +11.9% | +20.6% | -8.7% | +7.4% |
| 6M | +14.3% | +60.2% | -45.9% | +4.4% |
| YTD | +28.4% | +115.3% | -86.9% | +11.5% |
| 1Y | +42.3% | +154.6% | -112.3% | +19.1% |
| 3Y | +202.6% | +211.2% | -8.6% | +118.8% |
| 5Y | +206.5% | +52.7% | +153.9% | +141.1% |
| All | +349.9% | +3.1% | +346.8% | +235.5% |
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