+100.5%
WMB vs VSAT
+225.8%
-125.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.7% | -8.0% | -0.5% |
| 7D | -13.8% | -17.0% | +3.2% | -13.3% |
| 30D | -10.3% | -9.8% | -0.6% | -10.1% |
| 3M | -10.1% | -22.0% | +11.9% | -9.5% |
| 6M | -11.8% | -5.0% | -6.9% | -12.1% |
| YTD | +8.9% | +85.6% | -76.6% | +5.7% |
| 1Y | +14.0% | +80.2% | -66.2% | +10.6% |
| 3Y | +100.5% | +250.0% | -149.5% | +82.8% |
| All | +100.5% | +225.8% | -125.2% | +82.8% |
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