+63.3%
QJUN price history and return analytics
+69.7%
-6.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | +4.3% | +2.9% | +1.4% | +2.0% |
| 30D | -5.3% | -2.5% | -2.8% | -3.4% |
| 3M | -3.0% | -3.3% | +0.3% | -0.4% |
| 6M | -2.9% | +1.5% | -4.4% | -4.1% |
| YTD | +2.4% | +11.4% | -9.0% | -6.4% |
| 1Y | +3.6% | +11.9% | -8.3% | -5.7% |
| 3Y | +42.6% | +73.9% | -31.3% | -9.8% |
| 5Y | +53.5% | +57.9% | -4.4% | +2.1% |
| All | +63.3% | +69.7% | -6.4% | +4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling