-92.3%
QSI price history and return analytics
+108.5%
-200.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | +0.5% |
| 7D | +0.4% | +1.0% | -0.6% | -2.1% |
| 30D | -6.6% | -0.2% | -6.4% | -5.9% |
| 3M | -28.3% | +4.5% | -32.8% | -35.3% |
| 6M | -11.8% | +14.1% | -25.9% | -33.8% |
| YTD | -30.9% | +14.8% | -45.7% | -48.5% |
| 1Y | -28.3% | +21.2% | -49.5% | -51.7% |
| 3Y | -66.1% | +76.6% | -142.6% | -89.3% |
| 5Y | -91.1% | +66.6% | -157.7% | -96.7% |
| All | -92.3% | +108.5% | -200.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling