+20.0%
WM vs VSAT
+77.5%
-57.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +16.3% | -16.1% | +1.0% |
| 7D | -0.5% | +0.4% | -0.8% | -0.3% |
| 30D | +13.3% | +3.3% | +10.0% | +14.0% |
| 3M | +4.4% | -7.5% | +11.9% | +4.8% |
| 6M | +10.8% | +6.2% | +4.6% | +12.1% |
| YTD | +9.1% | +115.8% | -106.7% | +9.7% |
| All | +20.0% | +77.5% | -57.5% | +20.5% |
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