-24.4%
QUIK price history and return analytics
+223.7%
-248.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +1.7% |
| 7D | +1.7% | +0.4% | +1.3% | +1.6% |
| 30D | -21.9% | -2.6% | -19.3% | -18.4% |
| 3M | -41.7% | -3.2% | -38.4% | -38.5% |
| 6M | -57.4% | +0.9% | -58.4% | -56.5% |
| YTD | +40.9% | +11.3% | +29.6% | +28.5% |
| 1Y | +18.5% | +14.0% | +4.5% | +5.2% |
| 3Y | -10.7% | +75.8% | -86.6% | -48.9% |
| 5Y | +26.6% | +57.8% | -31.2% | -18.3% |
| 10Y | -24.4% | +219.8% | -244.2% | -69.0% |
| All | -24.4% | +223.7% | -248.1% | -69.0% |
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 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