-22.8%
QCLN price history and return analytics
+65.7%
-88.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.4% |
| 7D | +0.1% | -1.1% | +1.2% | +2.2% |
| 30D | -6.8% | -1.0% | -5.8% | -5.0% |
| 3M | -18.2% | +3.2% | -21.3% | -21.8% |
| 6M | +3.0% | +12.5% | -9.5% | -14.7% |
| YTD | +11.0% | +14.1% | -3.1% | -10.0% |
| 1Y | +29.0% | +18.9% | +10.1% | -2.0% |
| 3Y | +8.8% | +74.1% | -65.2% | -56.5% |
| All | -22.8% | +65.7% | -88.5% | -63.5% |
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