+1,564.6%
WFC vs VSAT
+1,476.0%
+88.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.3% | +0.2% |
| 7D | +0.9% | -0.5% | +1.4% | +0.5% |
| 30D | +3.3% | +4.0% | -0.7% | +1.8% |
| 3M | -1.4% | -11.8% | +10.3% | -0.8% |
| 6M | +14.7% | +6.9% | +7.8% | +9.9% |
| YTD | -5.9% | +117.2% | -123.2% | -20.7% |
| 1Y | +1.8% | +102.4% | -100.6% | -13.6% |
| 3Y | +124.9% | +295.5% | -170.6% | +51.6% |
| 5Y | +92.7% | +37.0% | +55.7% | +46.9% |
| 10Y | +118.2% | -6.0% | +124.3% | +69.3% |
| All | +1,564.6% | +1,476.0% | +88.6% | +834.5% |
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 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