+1,058.9%
VST vs QID
-99.0%
+1,157.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -1.6% |
| 7D | -6.0% | +1.8% | -7.8% | -4.8% |
| 30D | -18.8% | +21.6% | -40.4% | -11.5% |
| 3M | -8.0% | +12.6% | -20.7% | -2.1% |
| 6M | -10.9% | +6.9% | -17.8% | -5.4% |
| YTD | -18.3% | -20.5% | +2.2% | -21.0% |
| 1Y | -29.9% | -18.1% | -11.8% | -31.1% |
| 3Y | +290.3% | -70.7% | +361.0% | +214.6% |
| 5Y | +635.3% | -77.2% | +712.5% | +505.0% |
| 10Y | +1,162.4% | -99.0% | +1,261.4% | +445.4% |
| All | +1,058.9% | -99.0% | +1,157.9% | +407.8% |
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