+36.8%
QEMM price history and return analytics
+57.0%
-20.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +2.1% | +2.4% | -0.3% | +0.2% |
| 30D | -4.0% | -1.5% | -2.5% | -2.8% |
| 3M | -6.5% | -4.1% | -2.3% | -3.2% |
| 6M | -4.0% | +0.6% | -4.5% | -4.0% |
| YTD | +16.2% | +11.0% | +5.2% | +8.3% |
| 1Y | +17.0% | +13.3% | +3.6% | +7.4% |
| 3Y | +60.0% | +73.4% | -13.4% | +9.0% |
| All | +36.8% | +57.0% | -20.2% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling