+18.7%
AQST vs VT
+66.2%
-47.5%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +6.4% | +0.4% | +5.9% | +5.7% |
| 30D | +42.2% | +1.0% | +41.2% | +40.1% |
| 3M | +29.0% | +2.4% | +26.6% | +24.1% |
| 6M | +22.2% | +12.0% | +10.2% | +3.3% |
| YTD | -17.3% | +15.3% | -32.7% | -33.5% |
| 1Y | +5.5% | +22.6% | -17.1% | -22.6% |
| 3Y | +219.8% | +74.7% | +145.1% | +45.7% |
| All | +18.7% | +66.2% | -47.5% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling