+195.7%
QTUM price history and return analytics
+65.7%
+130.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -0.1% |
| 7D | -0.3% | -1.1% | +0.8% | +1.3% |
| 30D | -6.0% | -1.0% | -5.0% | -4.6% |
| 3M | -7.3% | +3.2% | -10.5% | -10.9% |
| 6M | +31.6% | +12.5% | +19.1% | +12.8% |
| YTD | +34.9% | +14.1% | +20.9% | +13.7% |
| 1Y | +50.4% | +18.9% | +31.4% | +20.2% |
| 3Y | +202.0% | +74.1% | +127.9% | +47.1% |
| All | +195.7% | +65.7% | +130.0% | +58.1% |
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