+294.8%
IONQ vs VSAT
+51.9%
+242.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.0% | -3.7% | -0.5% |
| 7D | +0.8% | +11.8% | -11.0% | -3.3% |
| 30D | -1.0% | -7.0% | +6.0% | +1.5% |
| 3M | -39.8% | +3.3% | -43.1% | -41.4% |
| 6M | +6.4% | +57.4% | -51.0% | -11.5% |
| YTD | -11.9% | +118.6% | -130.5% | -35.2% |
| 1Y | -6.2% | +150.2% | -156.4% | -34.3% |
| 3Y | +125.7% | +160.7% | -35.0% | +30.5% |
| All | +294.8% | +51.9% | +242.9% | +133.1% |
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