+9.7%
QRMI vs VT
+68.5%
-58.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.6% | +1.0% | -0.4% | +0.3% |
| 30D | +0.7% | -0.2% | +0.9% | +0.7% |
| 3M | +1.2% | +4.5% | -3.4% | -0.5% |
| 6M | +3.7% | +14.1% | -10.4% | -1.3% |
| YTD | +3.1% | +14.8% | -11.6% | -2.1% |
| 1Y | +8.6% | +21.2% | -12.6% | +1.0% |
| 3Y | +24.3% | +76.6% | -52.2% | +0.1% |
| 5Y | +9.0% | +66.6% | -57.6% | -9.5% |
| All | +9.7% | +68.5% | -58.8% | -9.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling