+176.1%
QLD vs VSAT
+165.9%
+10.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.0% | -4.7% | -0.5% |
| 7D | +0.6% | +11.8% | -11.2% | -1.3% |
| 30D | -0.1% | -7.0% | +6.9% | +0.9% |
| 3M | -8.4% | +3.3% | -11.6% | -9.7% |
| 6M | +32.2% | +57.4% | -25.2% | +21.5% |
| YTD | +28.9% | +118.6% | -89.7% | +12.4% |
| 1Y | +43.8% | +150.2% | -106.4% | +22.6% |
| All | +176.1% | +165.9% | +10.2% | +124.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling