-66.0%
QUIK price history and return analytics
+346.0%
-412.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.2% | +9.4% | +9.4% |
| 7D | -8.0% | -2.3% | -5.7% | -5.2% |
| 30D | -28.1% | -5.0% | -23.1% | -23.2% |
| 3M | -42.0% | -4.9% | -37.1% | -38.1% |
| 6M | -56.7% | -1.5% | -55.1% | -54.5% |
| YTD | +33.9% | +8.5% | +25.5% | +27.2% |
| 1Y | +12.6% | +11.4% | +1.2% | +4.2% |
| 3Y | -12.1% | +70.1% | -82.2% | -45.3% |
| 5Y | +21.2% | +53.7% | -32.5% | -16.2% |
| 10Y | -28.1% | +220.0% | -248.1% | -75.9% |
| All | -66.0% | +346.0% | -412.0% | -90.3% |
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