+236.7%
IQV vs VSAT
+3.3%
+233.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -2.2% | -1.3% | -0.9% | -2.1% |
| 30D | +8.3% | -14.8% | +23.1% | +10.5% |
| 3M | +44.6% | +2.2% | +42.4% | +41.6% |
| 6M | +52.6% | +60.2% | -7.6% | +37.1% |
| YTD | +16.1% | +115.6% | -99.5% | -1.4% |
| 1Y | +37.3% | +132.9% | -95.6% | +13.8% |
| 3Y | +21.6% | +216.1% | -194.5% | -15.3% |
| 5Y | +0.5% | +52.9% | -52.4% | -24.2% |
| All | +236.7% | +3.3% | +233.4% | +142.6% |
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