+226.5%
WELL vs VSAT
+33.0%
+193.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +16.3% | -15.3% | +0.3% |
| 7D | +3.5% | +0.4% | +3.1% | +3.3% |
| 30D | +9.7% | +3.3% | +6.4% | +9.3% |
| 3M | +4.8% | -7.5% | +12.3% | +4.8% |
| 6M | +16.1% | +6.2% | +9.8% | +14.6% |
| YTD | +34.7% | +115.8% | -81.1% | +27.4% |
| 1Y | +31.9% | +107.7% | -75.8% | +24.8% |
| 3Y | +209.9% | +292.0% | -82.2% | +169.2% |
| 5Y | +226.5% | +35.3% | +191.2% | +242.2% |
| All | +226.5% | +33.0% | +193.5% | +242.2% |
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