+69.3%
QUAD price history and return analytics
+23.3%
+45.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | +6.0% | +0.4% | +5.6% | +5.8% |
| 30D | +5.3% | +1.0% | +4.4% | +4.9% |
| 3M | +43.4% | +2.4% | +41.0% | +42.0% |
| 6M | +58.5% | +12.0% | +46.5% | +49.7% |
| YTD | +77.1% | +15.3% | +61.8% | +63.8% |
| 1Y | +69.3% | +22.6% | +46.7% | +44.0% |
| All | +69.3% | +23.3% | +45.9% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling