+1.5%
VSAT vs QSR
+135.2%
-133.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.2% |
| 7D | -1.3% | -4.0% | +2.7% | +0.9% |
| 30D | -14.8% | +2.8% | -17.6% | -16.3% |
| 3M | +2.2% | +5.1% | -2.9% | -2.0% |
| 6M | +60.2% | +8.8% | +51.4% | +50.4% |
| YTD | +115.6% | +14.8% | +100.8% | +94.1% |
| 1Y | +132.9% | +25.7% | +107.1% | +97.6% |
| 3Y | +216.1% | +27.5% | +188.5% | +161.8% |
| 5Y | +52.9% | +41.3% | +11.7% | +17.6% |
| All | +1.5% | +135.2% | -133.7% | -42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling