+43.1%
QQWZ price history and return analytics
+36.3%
+6.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.5% |
| 7D | -4.1% | -2.0% | -2.1% | -2.2% |
| 30D | -0.8% | -1.4% | +0.6% | +0.6% |
| 3M | +3.0% | +4.7% | -1.8% | -1.2% |
| 6M | +8.2% | +11.4% | -3.2% | -0.9% |
| YTD | +14.5% | +13.1% | +1.4% | +2.3% |
| 1Y | +20.3% | +19.0% | +1.2% | +1.1% |
| All | +43.1% | +36.3% | +6.8% | +0.3% |
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