-80.0%
AQMS vs VT
+12.5%
-92.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.5% | -5.5% | -5.0% |
| 7D | -0.7% | -0.1% | -0.6% | -0.8% |
| 30D | -30.5% | -3.1% | -27.5% | -26.1% |
| 3M | -48.4% | -3.5% | -44.9% | -44.3% |
| 6M | -70.8% | +0.5% | -71.3% | -70.9% |
| YTD | -70.6% | +10.8% | -81.4% | -77.3% |
| 1Y | -80.0% | +11.9% | -91.9% | -84.9% |
| All | -80.0% | +12.5% | -92.5% | -84.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling