-87.7%
QSI vs VT
+102.3%
-189.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -2.4% |
| 7D | +4.3% | +2.9% | +1.4% | -2.9% |
| 30D | -13.5% | -2.5% | -11.0% | -6.5% |
| 3M | +45.8% | -3.3% | +49.1% | +61.3% |
| 6M | +29.1% | +1.5% | +27.6% | +29.1% |
| YTD | +10.9% | +11.4% | -0.4% | -9.5% |
| 1Y | -19.7% | +11.9% | -31.6% | -34.8% |
| 3Y | -14.1% | +73.9% | -88.0% | -71.5% |
| 5Y | -85.1% | +57.9% | -143.0% | -93.7% |
| All | -87.7% | +102.3% | -189.9% | -96.3% |
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