-92.5%
QSI price history and return analytics
+107.2%
-199.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -2.1% |
| 7D | -3.4% | -1.1% | -2.3% | -0.7% |
| 30D | -11.6% | -1.0% | -10.6% | -9.2% |
| 3M | -23.9% | +3.2% | -27.1% | -29.1% |
| 6M | -29.5% | +12.5% | -42.0% | -45.4% |
| YTD | -32.7% | +14.1% | -46.8% | -49.1% |
| 1Y | -38.3% | +18.9% | -57.2% | -56.6% |
| 3Y | -67.8% | +74.1% | -141.9% | -89.5% |
| 5Y | -91.8% | +66.9% | -158.6% | -96.9% |
| All | -92.5% | +107.2% | -199.7% | -97.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling