-74.2%
QTEX price history and return analytics
+63.7%
-137.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.3% |
| 7D | 0.0% | -2.0% | +2.0% | +3.1% |
| 30D | -17.9% | -1.4% | -16.4% | -15.6% |
| 3M | -42.6% | +4.7% | -47.3% | -45.1% |
| 6M | +43.8% | +11.4% | +32.4% | +30.6% |
| YTD | -9.1% | +13.1% | -22.2% | -18.9% |
| 1Y | -34.6% | +19.0% | -53.6% | -45.1% |
| 3Y | -42.0% | +73.9% | -115.9% | -69.7% |
| 5Y | -74.2% | +65.4% | -139.6% | -83.9% |
| All | -74.2% | +63.7% | -137.9% | -83.9% |
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 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