+644.6%
VRT vs QID
-74.5%
+719.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +4.0% |
| 7D | +13.6% | -2.7% | +16.4% | +10.6% |
| 30D | +6.8% | +1.8% | +5.0% | +9.3% |
| 3M | -3.2% | -2.2% | -1.1% | +0.4% |
| 6M | +20.3% | -32.1% | +52.5% | -10.7% |
| YTD | +79.6% | -28.6% | +108.2% | +43.0% |
| 1Y | +139.0% | -36.3% | +175.3% | +76.6% |
| 3Y | +644.6% | -74.4% | +719.0% | +224.7% |
| All | +644.6% | -74.5% | +719.1% | +224.7% |
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 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