+194.0%
QGRO price history and return analytics
+149.6%
+44.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.1% |
| 7D | -2.9% | -2.0% | -0.9% | -0.7% |
| 30D | -2.5% | -1.4% | -1.0% | -0.9% |
| 3M | +2.5% | +4.7% | -2.2% | -2.5% |
| 6M | +5.6% | +11.4% | -5.8% | -6.3% |
| YTD | +0.7% | +13.1% | -12.4% | -12.1% |
| 1Y | +2.4% | +19.0% | -16.6% | -15.5% |
| 3Y | +66.3% | +73.9% | -7.7% | -8.6% |
| 5Y | +57.4% | +65.4% | -8.0% | -7.8% |
| All | +194.0% | +149.6% | +44.4% | +8.1% |
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