+3,319.5%
V vs QID
-100.0%
+3,419.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.9% |
| 7D | +0.8% | +1.8% | -1.0% | +1.9% |
| 30D | +9.9% | +21.6% | -11.7% | +19.3% |
| 3M | +17.5% | +12.6% | +4.9% | +23.9% |
| 6M | +33.5% | +6.9% | +26.6% | +38.4% |
| YTD | +21.6% | -20.5% | +42.1% | +12.9% |
| 1Y | +27.6% | -18.1% | +45.7% | +20.2% |
| 3Y | +76.4% | -70.7% | +147.1% | +16.6% |
| 5Y | +103.8% | -77.2% | +181.1% | +40.8% |
| 10Y | +455.5% | -99.0% | +554.5% | +24.9% |
| All | +3,319.5% | -100.0% | +3,419.5% | +179.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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