+115.1%
QEMM price history and return analytics
+221.4%
-106.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +2.0% | +1.0% | +1.0% | +1.2% |
| 30D | +3.6% | -0.2% | +3.8% | +3.8% |
| 3M | +6.3% | +4.5% | +1.8% | +2.7% |
| 6M | +22.4% | +14.1% | +8.4% | +10.5% |
| YTD | +27.3% | +14.8% | +12.6% | +14.5% |
| 1Y | +34.9% | +21.2% | +13.7% | +16.1% |
| 3Y | +75.0% | +76.6% | -1.6% | +10.9% |
| 5Y | +49.4% | +66.6% | -17.2% | -1.5% |
| 10Y | +115.1% | +222.3% | -107.1% | -25.7% |
| All | +115.1% | +221.4% | -106.3% | -25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling