-56.4%
QUAD price history and return analytics
+476.8%
-533.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.2% |
| 7D | -5.6% | -1.1% | -4.5% | -4.3% |
| 30D | +3.7% | -1.0% | +4.7% | +4.9% |
| 3M | +36.0% | +3.2% | +32.9% | +30.1% |
| 6M | +55.0% | +12.5% | +42.5% | +32.3% |
| YTD | +67.2% | +14.1% | +53.1% | +40.1% |
| 1Y | +59.8% | +18.9% | +40.9% | +26.9% |
| 3Y | +124.3% | +74.1% | +50.3% | +10.6% |
| 5Y | +182.4% | +66.9% | +115.5% | +47.9% |
| 10Y | -42.1% | +228.3% | -270.4% | -86.1% |
| All | -56.4% | +476.8% | -533.2% | -93.4% |
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