-86.1%
QSI vs VT
+102.2%
-188.3%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | -3.5% |
| 7D | +8.7% | +0.4% | +8.4% | +7.8% |
| 30D | -10.5% | -2.6% | -7.9% | -3.0% |
| 3M | +68.3% | -3.2% | +71.5% | +85.8% |
| 6M | +51.0% | +0.9% | +50.1% | +53.1% |
| YTD | +24.5% | +11.3% | +13.2% | +1.7% |
| 1Y | -13.0% | +14.0% | -27.0% | -32.5% |
| 3Y | +3.0% | +75.8% | -72.8% | -66.6% |
| 5Y | -82.4% | +57.8% | -140.2% | -92.6% |
| All | -86.1% | +102.2% | -188.3% | -95.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling