+133.1%
QSR vs VEU
+155.0%
-21.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.2% |
| 7D | -4.0% | -1.4% | -2.6% | -2.9% |
| 30D | +2.8% | -0.4% | +3.2% | +3.1% |
| 3M | +5.1% | +2.5% | +2.6% | +2.5% |
| 6M | +8.8% | +11.1% | -2.3% | -2.1% |
| YTD | +14.8% | +16.5% | -1.7% | -1.4% |
| 1Y | +25.7% | +22.9% | +2.8% | +2.7% |
| 3Y | +27.5% | +73.4% | -45.9% | -25.1% |
| 5Y | +41.3% | +56.1% | -14.8% | -8.6% |
| All | +133.1% | +155.0% | -21.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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