+52.7%
VSAT vs QSR
+40.6%
+12.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.8% |
| 7D | +3.4% | -4.7% | +8.1% | +5.7% |
| 30D | -12.2% | +4.3% | -16.5% | -14.1% |
| 3M | +20.6% | +5.4% | +15.2% | +16.1% |
| 6M | +60.2% | +8.2% | +52.0% | +51.8% |
| YTD | +115.3% | +14.1% | +101.1% | +95.9% |
| 1Y | +154.6% | +28.1% | +126.5% | +114.6% |
| 3Y | +211.2% | +25.3% | +185.9% | +159.2% |
| 5Y | +52.7% | +40.4% | +12.3% | +11.8% |
| All | +52.7% | +40.6% | +12.1% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling