+17.7%
QLDY price history and return analytics
+19.1%
-1.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | +2.1% | +1.0% | +1.0% | +0.6% |
| 30D | -1.6% | -0.2% | -1.4% | -1.3% |
| 3M | -2.9% | +4.5% | -7.5% | -8.3% |
| 6M | +18.2% | +14.1% | +4.2% | +0.4% |
| YTD | +14.2% | +14.8% | -0.6% | -4.0% |
| All | +17.7% | +19.1% | -1.3% | -5.4% |
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