-8.8%
QUIK price history and return analytics
+222.7%
-231.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.2% |
| 7D | +2.2% | -0.1% | +2.3% | +2.4% |
| 30D | -22.0% | -0.7% | -21.3% | -21.3% |
| 3M | -45.5% | +4.0% | -49.5% | -47.6% |
| 6M | +25.2% | +12.3% | +12.9% | +11.3% |
| YTD | +78.5% | +14.0% | +64.5% | +56.4% |
| 1Y | +98.3% | +20.3% | +78.0% | +64.0% |
| 3Y | +27.7% | +75.4% | -47.7% | -27.4% |
| 5Y | +87.6% | +66.0% | +21.6% | +13.9% |
| 10Y | -8.8% | +228.2% | -237.0% | -62.0% |
| All | -8.8% | +222.7% | -231.4% | -62.0% |
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