+81.9%
QEMM price history and return analytics
+221.2%
-139.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | -1.6% | -2.3% | +0.7% | +0.3% |
| 30D | -8.0% | -5.0% | -3.1% | -4.1% |
| 3M | -6.5% | -4.9% | -1.7% | -2.6% |
| 6M | -6.5% | -1.5% | -4.9% | -4.9% |
| YTD | +13.8% | +8.5% | +5.4% | +7.6% |
| 1Y | +15.3% | +11.4% | +3.9% | +6.7% |
| 3Y | +55.9% | +70.1% | -14.2% | +3.2% |
| 5Y | +36.0% | +53.7% | -17.7% | -3.2% |
| 10Y | +100.0% | +220.0% | -119.9% | -20.1% |
| All | +81.9% | +221.2% | -139.3% | -28.0% |
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