-99.1%
QID vs VO
+197.9%
-297.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +0.5% |
| 7D | +2.7% | -2.5% | +5.2% | -2.3% |
| 30D | +3.3% | -3.2% | +6.6% | -3.0% |
| 3M | -5.5% | +3.9% | -9.5% | +3.5% |
| 6M | -28.4% | +9.6% | -38.1% | -11.1% |
| YTD | -26.6% | +11.6% | -38.1% | -4.8% |
| 1Y | -34.1% | +12.6% | -46.7% | -12.0% |
| 3Y | -73.7% | +55.4% | -129.1% | -21.6% |
| 5Y | -80.7% | +41.8% | -122.5% | -34.2% |
| All | -99.1% | +197.9% | -297.0% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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