+58.2%
QQQI vs VSAT
+217.8%
-159.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -0.3% | -1.3% | +1.0% | -0.3% |
| 30D | -0.3% | -14.8% | +14.5% | +0.7% |
| 3M | +1.3% | +2.2% | -0.9% | +0.7% |
| 6M | +11.5% | +60.2% | -48.7% | +7.1% |
| YTD | +11.3% | +115.6% | -104.4% | +4.7% |
| 1Y | +16.9% | +132.9% | -116.0% | +9.2% |
| All | +58.2% | +217.8% | -159.6% | +36.2% |
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