-20.6%
QID vs VT
+13.3%
-33.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.1% |
| 7D | +10.5% | -1.6% | +12.1% | +6.2% |
| 30D | +19.0% | -2.5% | +21.5% | +12.3% |
| 3M | +4.2% | -1.3% | +5.5% | +2.5% |
| 6M | -5.6% | +3.1% | -8.7% | +6.0% |
| YTD | -21.9% | +10.9% | -32.8% | +7.0% |
| All | -20.6% | +13.3% | -33.9% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling