+68.2%
IVV vs QID
-74.8%
+143.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.9% | -0.6% |
| 7D | -2.7% | +9.4% | -12.1% | +0.8% |
| 30D | -5.4% | +31.2% | -36.6% | +4.8% |
| 3M | -4.1% | +17.4% | -21.5% | +2.5% |
| 6M | +0.7% | +8.4% | -7.7% | +6.0% |
| YTD | +8.7% | -15.8% | +24.5% | +5.7% |
| 1Y | +11.0% | -16.3% | +27.3% | +8.0% |
| 3Y | +75.4% | -70.4% | +145.8% | +28.0% |
| All | +68.2% | -74.8% | +143.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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