+144.1%
WMB vs VSAT
+199.8%
-55.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | 0.0% |
| 7D | +0.6% | +11.8% | -11.2% | +0.2% |
| 30D | +3.3% | -7.0% | +10.3% | +3.5% |
| 3M | +3.1% | +3.3% | -0.1% | +2.7% |
| 6M | -0.7% | +57.4% | -58.1% | -3.0% |
| YTD | +25.2% | +118.6% | -93.4% | +20.5% |
| 1Y | +32.9% | +150.2% | -117.4% | +26.8% |
| All | +144.1% | +199.8% | -55.8% | +121.0% |
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