+2,723.0%
VRT vs QID
-97.8%
+2,820.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.7% | +4.1% |
| 7D | +9.1% | -0.6% | +9.8% | +8.8% |
| 30D | +0.9% | 0.0% | +0.9% | +1.3% |
| 3M | -13.4% | +3.7% | -17.1% | -7.4% |
| 6M | +11.7% | -29.9% | +41.5% | -2.6% |
| YTD | +73.2% | -28.8% | +102.0% | +54.2% |
| 1Y | +123.4% | -37.2% | +160.6% | +90.6% |
| 3Y | +606.2% | -73.7% | +679.9% | +386.0% |
| 5Y | +899.9% | -80.7% | +980.6% | +614.2% |
| All | +2,723.0% | -97.8% | +2,820.8% | +1,287.2% |
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