-99.8%
AQB vs VT
+215.6%
-315.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -5.0% | +1.0% | -6.1% | -5.8% |
| 30D | -3.4% | -0.2% | -3.2% | -3.2% |
| 3M | +16.5% | +4.5% | +11.9% | +11.9% |
| 6M | +21.9% | +14.1% | +7.8% | +8.4% |
| YTD | +21.5% | +14.8% | +6.7% | +7.4% |
| 1Y | -9.6% | +21.2% | -30.8% | -23.6% |
| 3Y | -76.0% | +76.6% | -152.5% | -85.4% |
| 5Y | -98.7% | +66.6% | -165.3% | -99.2% |
| All | -99.8% | +215.6% | -315.4% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling