+211.0%
WELL vs VSAT
+53.4%
+157.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.8% | +0.3% |
| 7D | -1.3% | +17.3% | -18.6% | -2.1% |
| 30D | +0.5% | -3.3% | +3.8% | +0.6% |
| 3M | +19.1% | +18.7% | +0.3% | +17.3% |
| 6M | +17.0% | +77.6% | -60.6% | +12.5% |
| YTD | +29.2% | +125.6% | -96.4% | +22.3% |
| 1Y | +42.1% | +158.3% | -116.2% | +32.9% |
| 3Y | +204.5% | +226.1% | -21.6% | +171.1% |
| 5Y | +211.0% | +54.7% | +156.3% | +180.4% |
| All | +211.0% | +53.4% | +157.5% | +180.4% |
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