+408.1%
QDEF price history and return analytics
+312.3%
+95.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -2.6% | -2.3% | -0.3% | -0.6% |
| 30D | -2.3% | -5.0% | +2.7% | +1.9% |
| 3M | -2.3% | -4.9% | +2.6% | +1.8% |
| 6M | +3.6% | -1.5% | +5.1% | +4.6% |
| YTD | +10.2% | +8.5% | +1.7% | +2.2% |
| 1Y | +13.4% | +11.4% | +2.0% | +2.8% |
| 3Y | +69.0% | +70.1% | -1.1% | +5.9% |
| 5Y | +72.0% | +53.7% | +18.3% | +17.0% |
| 10Y | +225.6% | +220.0% | +5.7% | +20.2% |
| All | +408.1% | +312.3% | +95.9% | +70.0% |
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 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