-7.3%
QRHC price history and return analytics
+11.9%
-19.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.7% | -0.3% | +17.0% | +16.9% |
| 7D | +25.0% | +2.4% | +22.6% | +22.7% |
| 30D | +19.7% | -1.5% | +21.2% | +20.9% |
| 3M | -4.1% | -4.1% | 0.0% | -1.3% |
| 6M | +30.8% | +0.6% | +30.3% | +30.6% |
| YTD | -24.7% | +11.0% | -35.8% | -30.7% |
| 1Y | -7.3% | +13.3% | -20.6% | -16.9% |
| All | -7.3% | +11.9% | -19.2% | -16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling