+61.9%
WM vs VSAT
+25.1%
+36.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | -0.1% |
| 7D | +3.2% | +5.9% | -2.7% | +3.2% |
| 30D | +13.0% | +9.7% | +3.3% | +13.0% |
| 3M | +9.2% | -18.3% | +27.5% | +9.3% |
| 6M | +13.6% | -4.1% | +17.7% | +13.5% |
| YTD | +12.4% | +96.5% | -84.1% | +11.1% |
| 1Y | +21.2% | +89.3% | -68.1% | +19.8% |
| 3Y | +48.7% | +270.1% | -221.4% | +43.1% |
| All | +61.9% | +25.1% | +36.8% | +59.4% |
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