+14.1%
QCOM vs VSAT
+25.1%
-11.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.9% | +2.3% | -1.9% |
| 7D | +4.3% | +5.9% | -1.6% | +3.3% |
| 30D | -0.1% | +9.7% | -9.8% | -1.8% |
| 3M | +5.2% | -18.3% | +23.5% | +7.3% |
| 6M | -18.4% | -4.1% | -14.3% | -19.7% |
| YTD | +2.4% | +96.5% | -94.1% | -9.0% |
| 1Y | +0.9% | +89.3% | -88.4% | -10.2% |
| 3Y | +48.4% | +270.1% | -221.7% | +10.2% |
| All | +14.1% | +25.1% | -11.0% | -6.4% |
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