-72.2%
QID vs VO
+68.0%
-140.2%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.3% | -5.9% | -1.9% |
| 7D | -1.1% | +0.2% | -1.3% | +0.5% |
| 30D | +14.4% | +2.0% | +12.4% | +21.1% |
| 3M | +6.7% | -0.3% | +7.0% | +8.0% |
| 6M | +2.6% | +7.3% | -4.7% | +23.7% |
| YTD | -24.2% | +15.0% | -39.2% | +8.1% |
| 1Y | -22.3% | +14.7% | -37.0% | +10.7% |
| All | -72.2% | +68.0% | -140.2% | -11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling