+112.0%
VSH vs QID
-38.2%
+150.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.0% |
| 7D | +4.1% | -0.6% | +4.7% | +3.4% |
| 30D | -4.2% | 0.0% | -4.2% | -3.4% |
| 3M | -50.0% | +3.7% | -53.7% | -43.7% |
| 6M | +80.2% | -29.9% | +110.0% | +48.0% |
| YTD | +121.1% | -28.8% | +149.9% | +85.3% |
| 1Y | +112.0% | -37.2% | +149.2% | +67.0% |
| All | +112.0% | -38.2% | +150.2% | +67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling