+441.2%
WWD vs VSAT
-11.9%
+453.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.2% | +3.2% | -0.9% |
| 7D | +8.2% | +20.0% | -11.8% | +4.1% |
| 30D | -0.2% | +6.5% | -6.7% | -2.1% |
| 3M | -8.4% | -18.3% | +9.9% | -5.7% |
| 6M | -9.5% | +0.4% | -9.9% | -12.8% |
| YTD | +10.1% | +106.7% | -96.7% | -11.0% |
| 1Y | +21.6% | +89.9% | -68.3% | -0.5% |
| 3Y | +149.6% | +276.3% | -126.8% | +44.7% |
| 5Y | +191.3% | +32.9% | +158.4% | +115.7% |
| All | +441.2% | -11.9% | +453.1% | +280.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling