-1.2%
IQV vs VSAT
+50.0%
-51.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.1% |
| 7D | -5.3% | +3.4% | -8.7% | -5.6% |
| 30D | +5.5% | -12.2% | +17.8% | +6.6% |
| 3M | +41.2% | +20.6% | +20.6% | +36.8% |
| 6M | +50.5% | +60.2% | -9.7% | +40.2% |
| YTD | +14.1% | +115.3% | -101.1% | +2.4% |
| 1Y | +39.9% | +154.6% | -114.6% | +22.5% |
| 3Y | +20.5% | +211.2% | -190.7% | -4.4% |
| 5Y | -1.2% | +52.7% | -53.9% | -26.4% |
| All | -1.2% | +50.0% | -51.2% | -26.4% |
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