+12.6%
AQST price history and return analytics
+63.7%
-51.0%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -1.9% |
| 7D | -6.7% | -2.0% | -4.7% | -4.0% |
| 30D | +13.2% | -1.4% | +14.6% | +15.4% |
| 3M | +25.1% | +4.7% | +20.3% | +16.4% |
| 6M | +18.8% | +11.4% | +7.5% | +1.2% |
| YTD | -22.8% | +13.1% | -35.8% | -36.0% |
| 1Y | +2.3% | +19.0% | -16.8% | -21.6% |
| 3Y | +232.7% | +73.9% | +158.7% | +52.6% |
| 5Y | +12.6% | +65.4% | -52.7% | -44.0% |
| All | +12.6% | +63.7% | -51.0% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling