-39.3%
VG vs QID
-49.7%
+10.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.5% |
| 7D | +1.7% | -0.6% | +2.3% | +1.5% |
| 30D | +16.0% | 0.0% | +16.0% | +15.9% |
| 3M | +9.7% | +3.7% | +6.0% | +12.1% |
| 6M | +29.6% | -29.9% | +59.4% | +7.3% |
| YTD | +112.0% | -28.8% | +140.8% | +77.8% |
| 1Y | +12.8% | -37.2% | +50.0% | -11.3% |
| All | -39.3% | -49.7% | +10.4% | -44.2% |
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