+2,397.0%
VRT vs QID
-97.7%
+2,494.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.3% | -7.9% | -4.3% |
| 7D | -7.7% | +2.7% | -10.4% | -6.1% |
| 30D | -12.0% | +3.3% | -15.3% | -9.8% |
| 3M | -11.7% | -5.5% | -6.1% | -11.0% |
| 6M | -8.1% | -28.4% | +20.3% | -18.9% |
| YTD | +53.2% | -26.6% | +79.8% | +39.1% |
| 1Y | +81.7% | -34.1% | +115.8% | +59.4% |
| 3Y | +535.3% | -73.7% | +609.0% | +340.0% |
| 5Y | +916.4% | -80.7% | +997.0% | +634.4% |
| All | +2,397.0% | -97.7% | +2,494.7% | +1,150.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling