+5,446.0%
WELL vs VSAT
+1,485.7%
+3,960.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.0% | -7.1% | -2.6% |
| 7D | -0.8% | +11.8% | -12.6% | -2.2% |
| 30D | -0.1% | -7.0% | +7.0% | +0.6% |
| 3M | +18.0% | +3.3% | +14.8% | +15.7% |
| 6M | +15.0% | +57.4% | -42.4% | +6.2% |
| YTD | +28.6% | +118.6% | -90.0% | +13.2% |
| 1Y | +42.9% | +150.2% | -107.3% | +22.2% |
| 3Y | +203.0% | +160.7% | +42.3% | +133.6% |
| 5Y | +206.9% | +51.2% | +155.7% | +143.5% |
| 10Y | +339.5% | -0.7% | +340.1% | +256.3% |
| All | +5,446.0% | +1,485.7% | +3,960.3% | +3,271.4% |
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 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