+233.0%
QVMT price history and return analytics
+239.2%
-6.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | +0.1% |
| 7D | -0.4% | -2.0% | +1.6% | +1.6% |
| 30D | -0.1% | -1.4% | +1.3% | +1.3% |
| 3M | +0.7% | +4.7% | -4.1% | -3.6% |
| 6M | +9.3% | +11.4% | -2.0% | -1.5% |
| YTD | +16.3% | +13.1% | +3.2% | +3.2% |
| 1Y | +23.4% | +19.0% | +4.3% | +4.0% |
| 3Y | +72.7% | +73.9% | -1.2% | -0.3% |
| 5Y | +80.6% | +65.4% | +15.2% | +9.2% |
| 10Y | +226.0% | +225.4% | +0.6% | +21.6% |
| All | +233.0% | +239.2% | -6.2% | +24.7% |
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