+130.5%
QLV price history and return analytics
+137.2%
-6.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | -0.1% |
| 7D | -0.8% | -0.7% | -0.1% | -0.3% |
| 30D | +2.5% | -1.7% | +4.2% | +3.8% |
| 3M | +4.0% | -2.3% | +6.3% | +5.7% |
| 6M | +11.1% | +1.5% | +9.6% | +9.2% |
| YTD | +15.7% | +12.0% | +3.6% | +4.7% |
| 1Y | +15.7% | +12.9% | +2.8% | +4.1% |
| 3Y | +62.6% | +74.9% | -12.3% | +1.0% |
| 5Y | +63.2% | +59.9% | +3.3% | +8.9% |
| All | +130.5% | +137.2% | -6.7% | +4.7% |
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