+1,593.4%
QTEC price history and return analytics
+364.8%
+1,228.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -0.7% |
| 7D | -1.3% | -2.0% | +0.7% | +0.9% |
| 30D | -3.0% | -1.4% | -1.6% | -1.5% |
| 3M | +2.4% | +4.7% | -2.4% | -2.1% |
| 6M | +36.1% | +11.4% | +24.7% | +22.3% |
| YTD | +32.9% | +13.1% | +19.9% | +17.8% |
| 1Y | +41.8% | +19.0% | +22.8% | +19.3% |
| 3Y | +102.2% | +73.9% | +28.3% | +16.9% |
| 5Y | +83.9% | +65.4% | +18.6% | +16.1% |
| 10Y | +556.2% | +225.4% | +330.8% | +128.6% |
| All | +1,593.4% | +364.8% | +1,228.6% | +332.5% |
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