+361.8%
VRT vs QLD
+140.3%
+221.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.5% | +0.9% | +0.9% |
| 7D | -21.4% | -10.3% | -11.1% | -12.4% |
| 30D | -25.8% | -26.1% | +0.2% | +0.3% |
| 3M | -33.5% | -17.8% | -15.8% | -19.2% |
| 6M | -49.0% | -15.6% | -33.5% | -39.9% |
| YTD | +12.9% | +5.4% | +7.6% | +6.1% |
| 1Y | 0.0% | +5.2% | -5.2% | -5.2% |
| 3Y | +361.8% | +139.4% | +222.4% | +113.6% |
| All | +361.8% | +140.3% | +221.5% | +113.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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