+56.8%
QQQI vs VSAT
+217.3%
-160.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.1% |
| 7D | -1.0% | +3.4% | -4.5% | -1.3% |
| 30D | -0.6% | -12.2% | +11.7% | +0.2% |
| 3M | +3.4% | +20.6% | -17.3% | +1.5% |
| 6M | +10.6% | +60.2% | -49.5% | +6.3% |
| YTD | +10.3% | +115.3% | -105.0% | +3.8% |
| 1Y | +16.3% | +154.6% | -138.2% | +8.2% |
| All | +56.8% | +217.3% | -160.5% | +35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling