+45.5%
IQV vs VSAT
+155.3%
-109.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.0% | -6.4% | -1.6% |
| 7D | +2.3% | +11.8% | -9.5% | +1.8% |
| 30D | +13.4% | -7.0% | +20.5% | +13.7% |
| 3M | +43.3% | +3.3% | +40.0% | +41.8% |
| 6M | +50.5% | +57.4% | -6.9% | +40.0% |
| YTD | +18.8% | +118.6% | -99.8% | +4.9% |
| 1Y | +45.5% | +150.2% | -104.8% | +24.8% |
| All | +45.5% | +155.3% | -109.9% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling