-22.0%
QID vs VIG
+19.5%
-41.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | +2.9% |
| 7D | +9.8% | +2.7% | +7.0% | +16.6% |
| 30D | +18.9% | +7.0% | +11.9% | +39.2% |
| 3M | +9.6% | +4.0% | +5.6% | +19.9% |
| 6M | -7.8% | +12.3% | -20.1% | +23.3% |
| YTD | -23.3% | +16.4% | -39.7% | +14.8% |
| 1Y | -22.0% | +19.2% | -41.3% | +24.9% |
| All | -22.0% | +19.5% | -41.5% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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