-71.3%
QID vs VT
+74.0%
-145.3%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +1.9% |
| 7D | -7.1% | +2.4% | -9.5% | -0.9% |
| 30D | +12.6% | -1.5% | +14.1% | +10.5% |
| 3M | +14.2% | -4.1% | +18.4% | +5.4% |
| 6M | +6.2% | +0.6% | +5.6% | +14.8% |
| YTD | -21.8% | +11.0% | -32.8% | +12.0% |
| 1Y | -23.1% | +13.3% | -36.5% | +17.0% |
| 3Y | -71.3% | +73.4% | -144.7% | +48.1% |
| All | -71.3% | +74.0% | -145.3% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling