+44.5%
QTOP price history and return analytics
+36.3%
+8.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +1.0% |
| 7D | -0.3% | -0.7% | +0.4% | +0.9% |
| 30D | -9.6% | -1.7% | -7.8% | -7.1% |
| 3M | -4.6% | -2.3% | -2.3% | -1.2% |
| 6M | -5.8% | +1.5% | -7.3% | -6.9% |
| YTD | +11.8% | +12.0% | -0.2% | -2.8% |
| 1Y | +10.2% | +12.9% | -2.7% | -5.1% |
| All | +44.5% | +36.3% | +8.2% | -2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling