+14.0%
QNST price history and return analytics
+57.5%
-43.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.6% |
| 7D | +2.0% | -0.1% | +2.1% | +1.5% |
| 30D | +18.6% | -3.1% | +21.6% | +21.5% |
| 3M | -15.3% | -3.5% | -11.8% | -13.0% |
| 6M | +41.2% | +0.5% | +40.7% | +38.5% |
| YTD | +29.8% | +10.8% | +19.0% | +14.0% |
| 1Y | +29.3% | +11.9% | +17.4% | +12.3% |
| 3Y | +68.2% | +73.0% | -4.8% | -7.5% |
| 5Y | +14.0% | +58.6% | -44.6% | -31.5% |
| All | +14.0% | +57.5% | -43.5% | -31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling