+196.9%
QSR price history and return analytics
+244.5%
-47.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.9% |
| 7D | +0.1% | +1.0% | -0.9% | -0.8% |
| 30D | +5.9% | -0.2% | +6.2% | +6.1% |
| 3M | +10.5% | +4.5% | +5.9% | +5.9% |
| 6M | +7.7% | +14.1% | -6.3% | -5.1% |
| YTD | +16.8% | +14.8% | +2.0% | +2.0% |
| 1Y | +30.9% | +21.2% | +9.7% | +8.6% |
| 3Y | +28.2% | +76.6% | -48.4% | -26.4% |
| 5Y | +45.0% | +66.6% | -21.6% | -12.7% |
| 10Y | +127.3% | +222.3% | -95.0% | -32.6% |
| All | +196.9% | +244.5% | -47.6% | -18.2% |
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 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