-51.4%
VG vs QID
-40.6%
-10.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | -0.6% |
| 7D | -22.0% | +9.4% | -31.5% | -19.8% |
| 30D | -11.6% | +31.2% | -42.9% | -4.4% |
| 3M | -14.9% | +17.4% | -32.3% | -10.8% |
| 6M | -3.5% | +8.4% | -11.9% | -2.6% |
| YTD | +70.0% | -15.8% | +85.7% | +49.8% |
| 1Y | +50.0% | -16.3% | +66.3% | +32.9% |
| All | -51.4% | -40.6% | -10.8% | -53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling