-30.3%
QCMD price history and return analytics
+28.6%
-58.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -2.4% |
| 7D | -4.0% | -0.1% | -3.9% | -4.3% |
| 30D | -8.3% | -0.7% | -7.7% | -9.5% |
| 3M | +9.9% | +4.0% | +5.9% | +20.1% |
| 6M | -35.3% | +12.3% | -47.6% | -20.6% |
| YTD | -21.0% | +14.0% | -35.0% | +0.5% |
| 1Y | -28.7% | +20.3% | -49.0% | +0.1% |
| All | -30.3% | +28.6% | -58.9% | +6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling