-99.8%
AQB vs VT
+197.6%
-297.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.1% | -9.6% | -10.2% |
| 7D | -24.0% | -4.2% | -19.8% | -21.1% |
| 30D | +8.6% | -5.8% | +14.4% | +14.4% |
| 3M | -4.0% | -5.2% | +1.2% | +0.8% |
| 6M | +1.4% | +0.1% | +1.3% | +1.1% |
| YTD | +2.2% | +8.2% | -6.1% | -4.8% |
| 1Y | -7.8% | +10.1% | -17.9% | -15.3% |
| 3Y | -67.8% | +69.7% | -137.5% | -79.7% |
| 5Y | -98.7% | +53.4% | -152.1% | -99.1% |
| All | -99.8% | +197.6% | -297.5% | -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 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