+56.3%
GQRE vs VT
+224.4%
-168.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -1.5% |
| 7D | -0.6% | -0.7% | 0.0% | -0.2% |
| 30D | +5.5% | -1.7% | +7.3% | +6.9% |
| 3M | -0.7% | -2.3% | +1.6% | +1.0% |
| 6M | -1.9% | +1.5% | -3.5% | -3.7% |
| YTD | +8.4% | +12.0% | -3.6% | -2.2% |
| 1Y | +7.8% | +12.9% | -5.0% | -3.3% |
| 3Y | +43.0% | +74.9% | -32.0% | -12.3% |
| 5Y | +3.8% | +59.9% | -56.1% | -31.6% |
| 10Y | +56.3% | +224.6% | -168.3% | -42.1% |
| All | +56.3% | +224.4% | -168.0% | -42.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling