+13.1%
VZ vs QS
-56.5%
+69.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.1% | -5.1% | -0.9% |
| 7D | +2.1% | +5.4% | -3.3% | +2.1% |
| 30D | +1.4% | -5.3% | +6.7% | +1.4% |
| 3M | -1.3% | -22.6% | +21.3% | -1.2% |
| 6M | -0.5% | -46.2% | +45.6% | -0.5% |
| YTD | +19.6% | -58.9% | +78.6% | +19.8% |
| 1Y | +22.4% | -73.1% | +95.5% | +22.9% |
| 3Y | +55.9% | -27.2% | +83.1% | +54.2% |
| 5Y | +20.4% | -86.2% | +106.6% | +19.6% |
| All | +13.1% | -56.5% | +69.6% | +10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling