+1,418.0%
QLD vs VSAT
+2.6%
+1,415.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +16.3% | -9.5% | +2.7% |
| 7D | -1.4% | +0.4% | -1.8% | -1.8% |
| 30D | -19.6% | +3.3% | -22.9% | -20.6% |
| 3M | -14.1% | -7.5% | -6.7% | -13.4% |
| 6M | -13.6% | +6.2% | -19.9% | -17.5% |
| YTD | +12.5% | +115.8% | -103.3% | -11.6% |
| 1Y | +13.1% | +107.7% | -94.5% | -10.8% |
| 3Y | +154.7% | +292.0% | -137.3% | +40.6% |
| 5Y | +81.1% | +35.3% | +45.8% | +30.6% |
| 10Y | +1,418.0% | -5.2% | +1,423.2% | +974.6% |
| All | +1,418.0% | +2.6% | +1,415.4% | +974.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling