-0.9%
AQN vs VT
+18.7%
-19.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.6% |
| 7D | -3.0% | -2.0% | -1.0% | -2.3% |
| 30D | -6.5% | -1.4% | -5.1% | -6.1% |
| 3M | -7.1% | +4.7% | -11.8% | -8.8% |
| 6M | -10.1% | +11.4% | -21.4% | -14.5% |
| YTD | -9.8% | +13.1% | -22.8% | -15.0% |
| 1Y | -0.9% | +19.0% | -19.9% | -10.5% |
| All | -0.9% | +18.7% | -19.7% | -10.5% |
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