+55.9%
VZ vs QS
-30.4%
+86.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.1% | -5.1% | -0.8% |
| 7D | +2.1% | +5.4% | -3.3% | +2.3% |
| 30D | +1.4% | -5.3% | +6.7% | +1.3% |
| 3M | -1.3% | -22.6% | +21.3% | -1.8% |
| 6M | -0.5% | -46.2% | +45.6% | -1.6% |
| YTD | +19.6% | -58.9% | +78.6% | +18.1% |
| 1Y | +22.4% | -73.1% | +95.5% | +20.3% |
| 3Y | +55.9% | -27.2% | +83.1% | +55.1% |
| All | +55.9% | -30.4% | +86.3% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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