+11.9%
VT vs QID
-21.0%
+32.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.4% |
| 7D | +2.9% | -11.8% | +14.7% | -0.9% |
| 30D | -2.5% | +14.2% | -16.7% | +2.5% |
| 3M | -3.3% | +8.8% | -12.1% | +0.3% |
| 6M | +1.5% | +1.5% | 0.0% | +4.2% |
| YTD | +11.4% | -23.8% | +35.1% | +3.2% |
| 1Y | +11.9% | -22.0% | +33.9% | +4.9% |
| All | +11.9% | -21.0% | +32.9% | +4.9% |
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