+2.5%
WFC vs VSAT
+85.9%
-83.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -11.2% | +13.5% | +2.7% |
| 7D | +4.5% | -14.7% | +19.2% | +5.1% |
| 30D | +7.4% | -4.3% | +11.7% | +7.4% |
| 3M | -0.5% | -22.5% | +22.0% | +0.4% |
| 6M | +11.7% | +4.7% | +7.0% | +9.6% |
| YTD | -4.6% | +93.8% | -98.5% | -14.6% |
| 1Y | +2.5% | +79.8% | -77.3% | -7.5% |
| All | +2.5% | +85.9% | -83.4% | -7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling