-81.5%
QTEX price history and return analytics
+69.8%
-151.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +6.3% |
| 7D | +10.1% | +1.0% | +9.1% | +8.4% |
| 30D | -16.2% | -0.2% | -16.0% | -15.5% |
| 3M | -37.6% | +4.5% | -42.1% | -40.2% |
| 6M | +46.7% | +14.1% | +32.6% | +29.0% |
| YTD | -2.2% | +14.8% | -17.0% | -14.5% |
| 1Y | -26.7% | +21.2% | -47.9% | -39.9% |
| 3Y | -37.6% | +76.6% | -114.2% | -67.6% |
| 5Y | -73.2% | +66.6% | -139.8% | -84.7% |
| All | -81.5% | +69.8% | -151.3% | -89.2% |
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