+286.2%
QLC price history and return analytics
+217.6%
+68.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | -4.4% | -3.1% | -1.3% | -1.4% |
| 3M | -5.0% | -3.5% | -1.5% | -1.6% |
| 6M | +1.5% | +0.5% | +1.0% | +0.9% |
| YTD | +10.0% | +10.8% | -0.8% | -1.0% |
| 1Y | +11.6% | +11.9% | -0.3% | -0.6% |
| 3Y | +85.3% | +73.0% | +12.4% | +6.8% |
| 5Y | +85.2% | +58.6% | +26.6% | +16.4% |
| 10Y | +286.2% | +219.2% | +67.0% | +36.2% |
| All | +286.2% | +217.6% | +68.5% | +36.2% |
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