+150.2%
VSAT vs QSR
+33.2%
+117.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.1% | +5.0% |
| 7D | +11.8% | +2.4% | +9.4% | +12.1% |
| 30D | -7.0% | +7.6% | -14.7% | -6.2% |
| 3M | +3.3% | +12.6% | -9.4% | +3.4% |
| 6M | +57.4% | +14.4% | +43.1% | +60.3% |
| YTD | +118.6% | +19.6% | +99.0% | +122.5% |
| 1Y | +150.2% | +33.9% | +116.4% | +124.3% |
| All | +150.2% | +33.2% | +117.0% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1y: compounded portfolio wealth divided by compounded QSR 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…
1y analysis · Full analysis span regression · 6 months rolling