-80.8%
QID vs VO
+42.2%
-123.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | -1.3% |
| 7D | -1.9% | -0.6% | -1.3% | -3.1% |
| 30D | +1.7% | -1.9% | +3.6% | -2.3% |
| 3M | -3.9% | +3.3% | -7.2% | +4.7% |
| 6M | -30.0% | +9.7% | -39.7% | -11.4% |
| YTD | -28.2% | +12.6% | -40.8% | -3.1% |
| 1Y | -35.6% | +13.6% | -49.3% | -10.4% |
| 3Y | -74.3% | +56.8% | -131.1% | -14.2% |
| 5Y | -80.8% | +42.3% | -123.1% | -28.2% |
| All | -80.8% | +42.2% | -123.0% | -28.2% |
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