+21.6%
IQV vs VSAT
+207.8%
-186.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | -2.2% | -1.3% | -0.9% | -2.2% |
| 30D | +8.3% | -14.8% | +23.1% | +9.4% |
| 3M | +44.6% | +2.2% | +42.4% | +43.1% |
| 6M | +52.6% | +60.2% | -7.6% | +44.1% |
| YTD | +16.1% | +115.6% | -99.5% | +6.5% |
| 1Y | +37.3% | +132.9% | -95.6% | +24.5% |
| 3Y | +21.6% | +216.1% | -194.5% | -0.2% |
| All | +21.6% | +207.8% | -186.3% | -0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling