+5,735.9%
WELL vs VSAT
+1,476.0%
+4,259.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +3.0% | -0.5% | +3.6% | +2.7% |
| 30D | +10.2% | +4.0% | +6.3% | +8.9% |
| 3M | +6.1% | -11.8% | +17.9% | +6.6% |
| 6M | +16.6% | +6.9% | +9.7% | +12.5% |
| YTD | +35.3% | +117.2% | -81.9% | +18.1% |
| 1Y | +31.5% | +102.4% | -71.0% | +15.2% |
| 3Y | +206.5% | +295.5% | -89.0% | +122.1% |
| 5Y | +222.0% | +37.0% | +184.9% | +157.9% |
| 10Y | +473.8% | -6.0% | +479.8% | +364.7% |
| All | +5,735.9% | +1,476.0% | +4,259.9% | +3,419.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling