+111.7%
WFC vs VSAT
-11.9%
+123.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.1% | +0.7% |
| 7D | +1.7% | +20.0% | -18.2% | -1.3% |
| 30D | +6.8% | +6.5% | +0.4% | +5.0% |
| 3M | -3.0% | -18.3% | +15.3% | -1.2% |
| 6M | +15.4% | +0.4% | +15.1% | +11.5% |
| YTD | -5.9% | +106.7% | -112.6% | -21.3% |
| 1Y | +1.7% | +89.9% | -88.2% | -14.2% |
| 3Y | +124.9% | +276.3% | -151.4% | +44.1% |
| 5Y | +90.5% | +32.9% | +57.5% | +49.3% |
| All | +111.7% | -11.9% | +123.6% | +54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling