+75.2%
QABA vs VT
+75.0%
+0.2%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | +1.5% | +0.4% | +1.1% | +1.1% |
| 30D | -1.9% | +1.0% | -2.9% | -2.8% |
| 3M | +10.0% | +2.4% | +7.6% | +7.2% |
| 6M | +16.2% | +12.0% | +4.2% | +3.2% |
| YTD | +22.5% | +15.3% | +7.1% | +5.2% |
| 1Y | +19.3% | +22.6% | -3.3% | -4.3% |
| All | +75.2% | +75.0% | +0.2% | -12.2% |
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