-74.4%
QID price history and return analytics
+76.6%
-151.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | -1.0% |
| 7D | -2.7% | +1.0% | -3.8% | -0.2% |
| 30D | +1.8% | -0.2% | +2.0% | +1.4% |
| 3M | -2.2% | +4.5% | -6.7% | +12.9% |
| 6M | -32.1% | +14.1% | -46.2% | +0.3% |
| YTD | -28.6% | +14.8% | -43.3% | +8.4% |
| 1Y | -36.3% | +21.2% | -57.5% | +13.5% |
| 3Y | -74.4% | +76.6% | -151.0% | +40.3% |
| All | -74.4% | +76.6% | -151.0% | +40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling