+16.2%
QQXT price history and return analytics
+63.7%
-47.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.1% |
| 7D | -4.0% | -2.0% | -2.0% | -2.3% |
| 30D | -4.9% | -1.4% | -3.4% | -3.7% |
| 3M | +1.4% | +4.7% | -3.3% | -2.9% |
| 6M | -2.4% | +11.4% | -13.7% | -11.8% |
| YTD | -0.7% | +13.1% | -13.7% | -11.6% |
| 1Y | +2.7% | +19.0% | -16.3% | -12.9% |
| 3Y | +21.1% | +73.9% | -52.8% | -28.7% |
| 5Y | +16.2% | +65.4% | -49.2% | -29.6% |
| All | +16.2% | +63.7% | -47.5% | -29.6% |
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