-98.2%
QTI price history and return analytics
+62.3%
-160.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.7% |
| 7D | -2.5% | -0.1% | -2.4% | -2.5% |
| 30D | -10.6% | -0.7% | -9.9% | -10.4% |
| 3M | -28.0% | +4.0% | -32.0% | -29.0% |
| 6M | -55.1% | +12.3% | -67.4% | -56.5% |
| YTD | -55.7% | +14.0% | -69.8% | -57.2% |
| 1Y | -92.8% | +20.3% | -113.1% | -93.3% |
| 3Y | -98.3% | +75.4% | -173.8% | -98.5% |
| All | -98.2% | +62.3% | -160.5% | -98.4% |
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