-78.2%
QID vs VSAT
+36.9%
-115.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.3% | -5.0% | -4.5% |
| 7D | -1.1% | +12.5% | -13.6% | +2.2% |
| 30D | +14.4% | +11.0% | +3.4% | +18.8% |
| 3M | +6.7% | -11.1% | +17.8% | +6.7% |
| 6M | +2.6% | +2.8% | -0.2% | +9.0% |
| YTD | -24.2% | +118.0% | -142.2% | -4.5% |
| 1Y | -22.3% | +97.1% | -119.4% | -3.1% |
| 3Y | -72.0% | +296.8% | -368.9% | -53.3% |
| 5Y | -78.2% | +38.7% | -116.8% | -68.0% |
| All | -78.2% | +36.9% | -115.0% | -68.0% |
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