+82.1%
GQRE price history and return analytics
+264.7%
-182.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.6% |
| 7D | -1.7% | -1.1% | -0.6% | -0.9% |
| 30D | -3.0% | -1.0% | -2.0% | -2.3% |
| 3M | -3.1% | +3.2% | -6.2% | -5.7% |
| 6M | +1.0% | +12.5% | -11.5% | -8.6% |
| YTD | +6.7% | +14.1% | -7.4% | -4.6% |
| 1Y | +5.0% | +18.9% | -13.9% | -9.3% |
| 3Y | +34.4% | +74.1% | -39.7% | -15.5% |
| 5Y | +6.9% | +66.9% | -60.0% | -30.8% |
| 10Y | +42.9% | +228.3% | -185.3% | -45.6% |
| All | +82.1% | +264.7% | -182.6% | -35.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling