+304.4%
QUS price history and return analytics
+214.9%
+89.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | -0.1% |
| 7D | -0.5% | -0.7% | +0.2% | +0.1% |
| 30D | +1.8% | -1.7% | +3.5% | +3.2% |
| 3M | +2.2% | -2.3% | +4.5% | +4.1% |
| 6M | +9.7% | +1.5% | +8.2% | +7.9% |
| YTD | +14.9% | +12.0% | +2.9% | +3.7% |
| 1Y | +16.4% | +12.9% | +3.6% | +4.3% |
| 3Y | +68.1% | +74.9% | -6.8% | +2.9% |
| 5Y | +68.0% | +59.9% | +8.1% | +10.7% |
| 10Y | +273.7% | +224.6% | +49.1% | +49.9% |
| All | +304.4% | +214.9% | +89.6% | +61.0% |
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 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