+46.0%
WM vs VSAT
+165.9%
-119.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.3% | -1.2% |
| 7D | -0.3% | +11.8% | -12.1% | -0.2% |
| 30D | -2.4% | -7.0% | +4.7% | -2.4% |
| 3M | +0.4% | +3.3% | -2.9% | +0.6% |
| 6M | -9.5% | +57.4% | -66.9% | -9.2% |
| YTD | +0.5% | +118.6% | -118.1% | +1.1% |
| 1Y | -1.1% | +150.2% | -151.3% | -0.4% |
| All | +46.0% | +165.9% | -119.9% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling