-100.0%
QH price history and return analytics
+65.7%
-165.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.9% |
| 7D | -3.0% | -1.1% | -1.9% | -1.6% |
| 30D | -17.2% | -1.0% | -16.2% | -16.2% |
| 3M | -47.2% | +3.2% | -50.4% | -48.6% |
| 6M | +3,771.3% | +12.5% | +3,758.8% | +3,349.3% |
| YTD | +262.0% | +14.1% | +248.0% | +228.2% |
| 1Y | -35.8% | +18.9% | -54.7% | -43.3% |
| 3Y | -97.4% | +74.1% | -171.5% | -98.4% |
| All | -100.0% | +65.7% | -165.7% | -100.0% |
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 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