-22.4%
QGEN price history and return analytics
+65.7%
-88.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | -3.8% | -0.1% | -3.7% | -3.8% |
| 30D | -3.1% | -0.7% | -2.4% | -2.6% |
| 3M | +13.6% | +4.0% | +9.6% | +10.4% |
| 6M | -1.0% | +12.3% | -13.3% | -8.9% |
| YTD | -4.6% | +14.0% | -18.7% | -13.5% |
| 1Y | -8.8% | +20.3% | -29.1% | -20.6% |
| 3Y | +3.6% | +75.4% | -71.8% | -32.4% |
| 5Y | -22.4% | +66.0% | -88.4% | -49.6% |
| All | -22.4% | +65.7% | -88.1% | -49.6% |
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