+794.3%
QQEW price history and return analytics
+368.8%
+425.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | -2.1% | -0.1% | -2.0% | -2.0% |
| 30D | -2.9% | -0.7% | -2.2% | -2.2% |
| 3M | +4.6% | +4.0% | +0.6% | +0.8% |
| 6M | +17.5% | +12.3% | +5.3% | +5.3% |
| YTD | +11.4% | +14.0% | -2.6% | -1.6% |
| 1Y | +16.0% | +20.3% | -4.3% | -2.5% |
| 3Y | +49.2% | +75.4% | -26.2% | -11.5% |
| 5Y | +39.1% | +66.0% | -26.9% | -11.9% |
| 10Y | +276.2% | +228.2% | +48.0% | +33.2% |
| All | +794.3% | +368.8% | +425.5% | +131.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling