-100.0%
QID vs VRSN
+1,484.7%
-1,584.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.7% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | 0.0% | -0.2% | +0.2% | -0.1% |
| 3M | +3.7% | -0.3% | +4.0% | +2.4% |
| 6M | -29.9% | +23.0% | -52.8% | -16.5% |
| YTD | -28.8% | +21.3% | -50.1% | -16.3% |
| 1Y | -37.2% | +6.7% | -43.9% | -33.9% |
| 3Y | -73.7% | +45.0% | -118.7% | -61.6% |
| 5Y | -80.7% | +35.0% | -115.8% | -67.6% |
| 10Y | -99.1% | +276.3% | -375.5% | -95.1% |
| All | -100.0% | +1,484.7% | -1,584.6% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 all: compounded portfolio wealth divided by compounded VRSN 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…
all analysis · Full analysis span regression · 6 months rolling