+126.7%
WFC vs VSAT
+53.4%
+73.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.2% | -5.5% | -2.5% |
| 7D | +1.1% | +17.3% | -16.2% | -0.3% |
| 30D | +0.8% | -3.3% | +4.1% | +1.0% |
| 3M | +9.3% | +18.7% | -9.5% | +6.7% |
| 6M | +10.6% | +77.6% | -66.9% | +3.4% |
| YTD | -4.1% | +125.6% | -129.7% | -12.7% |
| 1Y | +13.6% | +158.3% | -144.7% | +1.6% |
| 3Y | +130.7% | +226.1% | -95.4% | +90.1% |
| 5Y | +126.7% | +54.7% | +72.1% | +88.1% |
| All | +126.7% | +53.4% | +73.3% | +88.1% |
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