+13.2%
QAT price history and return analytics
+229.3%
-216.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +8.9% | -2.3% | +11.2% | +9.9% |
| 30D | +8.2% | -5.0% | +13.1% | +10.5% |
| 3M | -0.8% | -4.9% | +4.1% | +1.3% |
| 6M | -4.5% | -1.5% | -3.0% | -4.0% |
| YTD | -3.2% | +8.5% | -11.7% | -6.9% |
| 1Y | -5.3% | +11.4% | -16.7% | -9.9% |
| 3Y | +15.0% | +70.1% | -55.1% | -9.6% |
| 5Y | +3.4% | +53.7% | -50.4% | -15.8% |
| 10Y | +41.3% | +220.0% | -178.7% | -23.4% |
| All | +13.2% | +229.3% | -216.0% | -42.9% |
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