+50.4%
GQI vs VT
+69.6%
-19.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | +0.6% | +1.0% | -0.4% | -0.2% |
| 30D | +0.6% | -0.2% | +0.8% | +0.8% |
| 3M | +5.5% | +4.5% | +1.0% | +1.8% |
| 6M | +11.7% | +14.1% | -2.4% | 0.0% |
| YTD | +12.5% | +14.8% | -2.3% | +0.1% |
| 1Y | +20.0% | +21.2% | -1.2% | +1.7% |
| All | +50.4% | +69.6% | -19.2% | -2.7% |
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