+11.5%
QALT price history and return analytics
+18.5%
-7.0%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +1.6% | +2.9% | -1.3% | +0.7% |
| 30D | -1.0% | -2.5% | +1.6% | -0.2% |
| 3M | -1.6% | -3.3% | +1.8% | -0.5% |
| 6M | +1.9% | +1.5% | +0.4% | +1.1% |
| YTD | +6.3% | +11.4% | -5.0% | +1.9% |
| 1Y | +6.7% | +11.9% | -5.2% | +2.2% |
| All | +11.5% | +18.5% | -7.0% | +3.3% |
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