+515.6%
IQV vs VSAT
+50.2%
+465.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.2% | -6.4% | -3.7% |
| 7D | +0.3% | +17.3% | -17.0% | -2.0% |
| 30D | +8.6% | -3.3% | +11.9% | +8.9% |
| 3M | +41.1% | +18.7% | +22.4% | +34.7% |
| 6M | +48.6% | +77.6% | -29.0% | +31.2% |
| YTD | +15.0% | +125.6% | -110.6% | -3.2% |
| 1Y | +38.1% | +158.3% | -120.2% | +12.3% |
| 3Y | +21.4% | +226.1% | -204.7% | -16.2% |
| 5Y | -1.0% | +54.7% | -55.7% | -25.5% |
| 10Y | +233.0% | +3.5% | +229.4% | +143.0% |
| All | +515.6% | +50.2% | +465.4% | +329.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling