+67.8%
VTV vs QID
-73.7%
+141.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +0.4% |
| 7D | -1.1% | +1.3% | -2.4% | -0.8% |
| 30D | -1.0% | +2.9% | -4.0% | -0.4% |
| 3M | +4.6% | -0.7% | +5.4% | +5.0% |
| 6M | +13.5% | -29.7% | +43.2% | +6.5% |
| YTD | +18.5% | -27.9% | +46.4% | +12.0% |
| 1Y | +22.9% | -34.6% | +57.5% | +14.1% |
| 3Y | +67.8% | -73.5% | +141.4% | +32.5% |
| All | +67.8% | -73.7% | +141.6% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling