+124.8%
VGT vs QSR
+25.8%
+99.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.1% |
| 7D | -0.2% | -4.0% | +3.8% | +0.5% |
| 30D | -0.4% | +2.8% | -3.2% | -0.9% |
| 3M | +4.4% | +5.1% | -0.7% | +3.3% |
| 6M | +32.1% | +8.8% | +23.3% | +29.2% |
| YTD | +28.8% | +14.8% | +14.0% | +24.1% |
| 1Y | +35.3% | +25.7% | +9.6% | +26.8% |
| 3Y | +124.8% | +27.5% | +97.2% | +108.0% |
| All | +124.8% | +25.8% | +99.0% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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