+21.4%
QLTA price history and return analytics
+224.4%
-203.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -0.4% | -0.7% | +0.3% | -0.4% |
| 30D | +1.6% | -1.7% | +3.3% | +1.8% |
| 3M | -0.4% | -2.3% | +1.9% | -0.1% |
| 6M | -1.5% | +1.5% | -3.0% | -1.8% |
| YTD | -1.2% | +12.0% | -13.3% | -2.8% |
| 1Y | -1.2% | +12.9% | -14.1% | -2.9% |
| 3Y | +15.2% | +74.9% | -59.7% | +6.8% |
| 5Y | -2.2% | +59.9% | -62.1% | -9.0% |
| 10Y | +21.4% | +224.6% | -203.3% | +6.4% |
| All | +21.4% | +224.4% | -203.0% | +6.4% |
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