+76.7%
QAI price history and return analytics
+638.4%
-561.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | -0.4% |
| 7D | -1.9% | -4.2% | +2.3% | -0.7% |
| 30D | -3.2% | -5.8% | +2.6% | -1.6% |
| 3M | -3.5% | -5.2% | +1.8% | -2.1% |
| 6M | -2.0% | +0.1% | -2.2% | -2.1% |
| YTD | +5.0% | +8.2% | -3.3% | +2.7% |
| 1Y | +5.5% | +10.1% | -4.6% | +2.8% |
| 3Y | +26.2% | +69.7% | -43.5% | +9.6% |
| 5Y | +20.2% | +53.4% | -33.1% | +6.4% |
| 10Y | +43.6% | +219.2% | -175.6% | +6.1% |
| All | +76.7% | +638.4% | -561.6% | +8.6% |
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