+192.2%
WWD vs VSAT
+45.0%
+147.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.5% | +0.2% |
| 7D | +0.6% | +3.5% | -2.9% | +0.2% |
| 30D | -5.1% | -14.7% | +9.6% | -3.6% |
| 3M | -11.2% | +13.2% | -24.4% | -13.3% |
| 6M | -12.0% | +57.4% | -69.4% | -17.5% |
| YTD | +12.0% | +110.0% | -98.0% | +1.3% |
| 1Y | +42.8% | +134.4% | -91.6% | +26.9% |
| 3Y | +168.9% | +203.5% | -34.6% | +117.1% |
| 5Y | +192.2% | +47.1% | +145.1% | +151.1% |
| All | +192.2% | +45.0% | +147.3% | +151.1% |
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