+50.9%
GQI vs VT
+70.5%
-19.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.6% | +0.4% | +0.1% | +0.2% |
| 30D | +1.2% | +1.0% | +0.2% | +0.4% |
| 3M | +4.1% | +2.4% | +1.7% | +2.1% |
| 6M | +10.5% | +12.0% | -1.5% | +0.5% |
| YTD | +12.9% | +15.3% | -2.5% | 0.0% |
| 1Y | +20.2% | +22.6% | -2.4% | +1.0% |
| All | +50.9% | +70.5% | -19.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling