+82.1%
QLD vs VSAT
+25.1%
+57.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.5% | -1.4% |
| 7D | +7.0% | +5.9% | +1.1% | +5.6% |
| 30D | -14.3% | +9.7% | -24.0% | -16.2% |
| 3M | -16.0% | -18.3% | +2.3% | -13.2% |
| 6M | -14.2% | -4.1% | -10.2% | -15.5% |
| YTD | +12.8% | +96.5% | -83.8% | -4.5% |
| 1Y | +14.1% | +89.3% | -75.2% | -3.1% |
| 3Y | +146.0% | +270.1% | -124.1% | +59.6% |
| All | +82.1% | +25.1% | +57.0% | +47.6% |
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 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