-98.6%
BQ vs VT
+69.7%
-168.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.2% | -6.3% | -6.2% |
| 7D | -12.1% | -2.3% | -9.8% | -10.5% |
| 30D | -42.4% | -5.0% | -37.5% | -40.2% |
| 3M | -47.8% | -4.9% | -42.9% | -45.7% |
| 6M | -48.8% | -1.5% | -47.3% | -48.3% |
| YTD | -79.3% | +8.5% | -87.7% | -80.2% |
| 1Y | -85.3% | +11.4% | -96.7% | -86.1% |
| 3Y | -98.6% | +70.1% | -168.6% | -97.6% |
| All | -98.6% | +69.7% | -168.3% | -97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling