+130.6%
QLV price history and return analytics
+135.1%
-4.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +2.1% | +2.4% | -0.3% | +0.2% |
| 30D | +2.6% | -1.5% | +4.1% | +3.7% |
| 3M | +3.4% | -4.1% | +7.5% | +6.6% |
| 6M | +10.3% | +0.6% | +9.7% | +9.2% |
| YTD | +15.7% | +11.0% | +4.7% | +5.5% |
| 1Y | +16.3% | +13.3% | +3.0% | +4.2% |
| 3Y | +62.8% | +73.4% | -10.6% | +1.8% |
| 5Y | +61.9% | +57.4% | +4.4% | +9.4% |
| All | +130.6% | +135.1% | -4.5% | +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