+266.3%
WPM vs VSAT
+45.0%
+221.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.9% | +8.0% | +1.7% |
| 7D | +3.9% | +3.5% | +0.4% | +3.5% |
| 30D | +17.7% | -14.7% | +32.4% | +19.3% |
| 3M | +39.4% | +13.2% | +26.3% | +36.8% |
| 6M | +6.4% | +57.4% | -51.0% | +1.3% |
| YTD | +34.0% | +110.0% | -76.0% | +24.5% |
| 1Y | +50.5% | +134.4% | -83.9% | +38.2% |
| 3Y | +280.3% | +203.5% | +76.8% | +226.6% |
| 5Y | +266.3% | +47.1% | +219.2% | +241.2% |
| All | +266.3% | +45.0% | +221.4% | +241.2% |
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