-75.4%
QS price history and return analytics
+63.7%
-139.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +1.4% |
| 7D | -5.0% | -2.0% | -3.0% | 0.0% |
| 30D | -18.3% | -1.4% | -16.9% | -15.1% |
| 3M | -26.0% | +4.7% | -30.7% | -32.9% |
| 6M | -24.0% | +11.4% | -35.4% | -39.4% |
| YTD | -50.3% | +13.1% | -63.3% | -61.2% |
| 1Y | -38.0% | +19.0% | -57.0% | -56.5% |
| 3Y | -24.6% | +73.9% | -98.5% | -79.2% |
| 5Y | -75.4% | +65.4% | -140.8% | -90.2% |
| All | -75.4% | +63.7% | -139.1% | -90.2% |
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