+58.4%
QUIK price history and return analytics
+11.9%
+46.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.3% | -4.7% |
| 7D | +16.3% | +2.4% | +13.9% | +9.3% |
| 30D | -1.3% | -1.5% | +0.2% | +4.2% |
| 3M | -25.5% | -4.1% | -21.4% | -15.2% |
| 6M | -57.1% | +0.6% | -57.7% | -55.7% |
| YTD | +55.7% | +11.0% | +44.7% | +33.6% |
| 1Y | +58.4% | +13.3% | +45.0% | +27.4% |
| All | +58.4% | +11.9% | +46.5% | +27.4% |
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 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