-77.2%
QRHC price history and return analytics
+65.7%
-142.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | +1.4% | -0.1% | +1.6% | +1.6% |
| 30D | -5.4% | -0.7% | -4.7% | -4.8% |
| 3M | 0.0% | +4.0% | -4.0% | -4.3% |
| 6M | -9.7% | +12.3% | -22.0% | -20.4% |
| YTD | -24.7% | +14.0% | -38.8% | -34.7% |
| 1Y | -18.1% | +20.3% | -38.4% | -32.9% |
| 3Y | -80.9% | +75.4% | -156.4% | -89.1% |
| 5Y | -77.2% | +66.0% | -143.2% | -85.3% |
| All | -77.2% | +65.7% | -142.9% | -85.3% |
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 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