+79.5%
QDEC price history and return analytics
+93.0%
-13.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.6% |
| 7D | +0.1% | +0.4% | -0.3% | -0.2% |
| 30D | -4.3% | -2.6% | -1.7% | -2.2% |
| 3M | -1.2% | -3.2% | +2.1% | +1.5% |
| 6M | +1.2% | +0.9% | +0.3% | +0.3% |
| YTD | +9.3% | +11.3% | -2.0% | -0.2% |
| 1Y | +13.0% | +14.0% | -1.0% | +1.1% |
| 3Y | +53.6% | +75.8% | -22.3% | -5.0% |
| 5Y | +54.9% | +57.8% | -2.9% | +1.8% |
| All | +79.5% | +93.0% | -13.5% | +2.6% |
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