+18.4%
JQUA vs VT
+19.6%
-1.2%
-7.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.1% |
| 7D | -1.2% | -1.1% | -0.1% | -0.4% |
| 30D | -1.5% | -1.0% | -0.6% | -0.8% |
| 3M | +4.6% | +3.2% | +1.5% | +2.2% |
| 6M | +17.3% | +12.5% | +4.8% | +7.1% |
| YTD | +17.1% | +14.1% | +3.0% | +5.5% |
| 1Y | +18.4% | +18.9% | -0.5% | +2.9% |
| All | +18.4% | +19.6% | -1.2% | +2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling