+101.5%
QQMG price history and return analytics
+65.2%
+36.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.2% |
| 7D | -0.6% | -1.1% | +0.6% | +0.9% |
| 30D | -1.1% | -1.0% | -0.1% | +0.2% |
| 3M | +0.3% | +3.2% | -2.8% | -3.4% |
| 6M | +20.0% | +12.5% | +7.5% | +3.2% |
| YTD | +17.8% | +14.1% | +3.7% | -0.5% |
| 1Y | +25.0% | +18.9% | +6.1% | 0.0% |
| 3Y | +97.0% | +74.1% | +22.9% | -3.4% |
| All | +101.5% | +65.2% | +36.3% | +9.1% |
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