+255.4%
RQI price history and return analytics
+371.8%
-116.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -0.4% | +1.0% | -1.4% | -1.6% |
| 30D | -2.6% | -0.2% | -2.3% | -2.3% |
| 3M | -6.6% | +4.5% | -11.2% | -11.9% |
| 6M | -2.2% | +14.1% | -16.2% | -17.2% |
| YTD | +12.2% | +14.8% | -2.5% | -5.8% |
| 1Y | +5.8% | +21.2% | -15.4% | -17.0% |
| 3Y | +40.3% | +76.6% | -36.2% | -30.7% |
| 5Y | +11.0% | +66.6% | -55.6% | -41.2% |
| 10Y | +98.0% | +222.3% | -124.3% | -53.5% |
| All | +255.4% | +371.8% | -116.5% | -52.2% |
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