-78.2%
QID vs VO
+38.8%
-117.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.3% | -5.9% | -1.8% |
| 7D | -1.1% | +0.2% | -1.3% | +0.5% |
| 30D | +14.4% | +2.0% | +12.4% | +21.2% |
| 3M | +6.7% | -0.3% | +7.0% | +8.1% |
| 6M | +2.6% | +7.3% | -4.7% | +24.3% |
| YTD | -24.2% | +15.0% | -39.2% | +9.0% |
| 1Y | -22.3% | +14.7% | -37.0% | +11.6% |
| 3Y | -72.0% | +67.3% | -139.3% | +8.7% |
| 5Y | -78.2% | +38.8% | -117.0% | -21.2% |
| All | -78.2% | +38.8% | -117.0% | -21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling