+1,263.9%
WMB vs VSAT
+1,465.7%
-201.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +16.3% | -12.6% | +1.0% |
| 7D | -6.7% | +0.4% | -7.0% | -6.9% |
| 30D | -8.6% | +3.3% | -11.8% | -9.5% |
| 3M | -4.9% | -7.5% | +2.6% | -4.6% |
| 6M | -6.3% | +6.2% | -12.5% | -10.4% |
| YTD | +13.0% | +115.8% | -102.8% | -6.2% |
| 1Y | +14.9% | +107.7% | -92.8% | -4.6% |
| 3Y | +113.4% | +292.0% | -178.7% | +36.4% |
| 5Y | +190.2% | +35.3% | +154.9% | +112.8% |
| 10Y | +259.9% | -5.2% | +265.1% | +168.3% |
| All | +1,263.9% | +1,465.7% | -201.8% | +567.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling