-76.1%
QID vs VLTO
+26.2%
-102.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | -0.1% |
| 7D | -2.7% | -1.6% | -1.2% | -3.5% |
| 30D | +1.8% | -2.9% | +4.7% | +0.3% |
| 3M | -2.2% | +12.7% | -14.8% | +5.0% |
| 6M | -32.1% | +1.6% | -33.7% | -32.0% |
| YTD | -28.6% | -4.0% | -24.6% | -30.9% |
| 1Y | -36.3% | -10.2% | -26.2% | -41.4% |
| All | -76.1% | +26.2% | -102.3% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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