-98.4%
QTI price history and return analytics
+74.2%
-172.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.0% |
| 7D | 0.0% | -1.1% | +1.1% | +0.7% |
| 30D | -12.3% | -1.0% | -11.3% | -11.8% |
| 3M | -33.8% | +3.2% | -37.0% | -35.3% |
| 6M | -55.3% | +12.5% | -67.8% | -58.3% |
| YTD | -56.7% | +14.1% | -70.8% | -59.9% |
| 1Y | -92.7% | +18.9% | -111.6% | -93.6% |
| 3Y | -98.4% | +74.1% | -172.5% | -98.9% |
| All | -98.4% | +74.2% | -172.6% | -98.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling