+30.8%
VNQ vs QID
-73.7%
+104.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +0.5% |
| 7D | -1.3% | +1.3% | -2.5% | -1.1% |
| 30D | -2.6% | +2.9% | -5.5% | -2.1% |
| 3M | -2.0% | -0.7% | -1.3% | -1.9% |
| 6M | +4.3% | -29.7% | +34.0% | -1.4% |
| YTD | +9.2% | -27.9% | +37.1% | +3.9% |
| 1Y | +5.6% | -34.6% | +40.2% | -1.2% |
| 3Y | +30.8% | -73.5% | +104.4% | -0.3% |
| All | +30.8% | -73.7% | +104.6% | -0.3% |
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