+1,046.3%
VLO vs QID
-100.0%
+1,146.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +3.3% |
| 7D | +6.8% | -11.8% | +18.6% | +1.3% |
| 30D | -17.9% | +14.2% | -32.1% | -12.3% |
| 3M | +13.5% | +8.8% | +4.8% | +18.6% |
| 6M | +53.0% | +1.5% | +51.5% | +56.0% |
| YTD | +133.7% | -23.8% | +157.5% | +109.7% |
| 1Y | +115.7% | -22.0% | +137.7% | +96.2% |
| 3Y | +231.9% | -71.9% | +303.8% | +104.2% |
| 5Y | +471.6% | -77.6% | +549.1% | +259.1% |
| 10Y | +780.7% | -99.1% | +879.8% | +27.4% |
| All | +1,046.3% | -100.0% | +1,146.2% | -61.2% |
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