+20.4%
WM vs VSAT
+78.7%
-58.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.3% | +0.4% |
| 7D | +1.2% | -0.5% | +1.7% | +1.3% |
| 30D | +13.7% | +4.0% | +9.7% | +14.4% |
| 3M | +5.2% | -11.8% | +17.0% | +5.5% |
| 6M | +11.2% | +6.9% | +4.3% | +12.5% |
| YTD | +9.4% | +117.2% | -107.8% | +10.0% |
| 1Y | +20.4% | +102.4% | -82.0% | +20.9% |
| All | +20.4% | +78.7% | -58.3% | +20.9% |
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