+129.0%
QEFA price history and return analytics
+234.8%
-105.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.1% |
| 7D | -2.4% | -2.0% | -0.4% | -0.9% |
| 30D | -1.8% | -1.4% | -0.4% | -0.7% |
| 3M | +5.4% | +4.7% | +0.6% | +1.5% |
| 6M | +6.9% | +11.4% | -4.5% | -1.8% |
| YTD | +11.4% | +13.1% | -1.7% | +1.1% |
| 1Y | +17.1% | +19.0% | -1.9% | +2.1% |
| 3Y | +59.0% | +73.9% | -14.9% | +2.6% |
| 5Y | +47.3% | +65.4% | -18.1% | -1.7% |
| 10Y | +136.2% | +225.4% | -89.2% | +0.3% |
| All | +129.0% | +234.8% | -105.8% | -3.5% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling