+4.0%
AQST vs VT
+21.4%
-17.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -0.6% | +1.0% | -1.6% | -1.4% |
| 30D | +32.2% | -0.2% | +32.5% | +32.4% |
| 3M | +33.2% | +4.5% | +28.7% | +26.9% |
| 6M | +23.5% | +14.1% | +9.4% | +8.9% |
| YTD | -19.3% | +14.8% | -34.1% | -29.1% |
| 1Y | +4.0% | +21.2% | -17.2% | -16.8% |
| All | +4.0% | +21.4% | -17.4% | -16.8% |
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 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