+78.3%
QAI vs VT
+656.8%
-578.5%
-14.9%
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 | -0.7% | -1.6% | +0.9% | -0.3% |
| 30D | -2.1% | -2.5% | +0.4% | -1.4% |
| 3M | -2.2% | -1.3% | -0.9% | -1.8% |
| 6M | -0.6% | +3.1% | -3.7% | -1.4% |
| YTD | +5.9% | +10.9% | -5.1% | +2.9% |
| 1Y | +6.3% | +12.1% | -5.8% | +3.0% |
| 3Y | +27.3% | +73.9% | -46.6% | +9.8% |
| 5Y | +22.0% | +58.0% | -36.0% | +7.1% |
| 10Y | +44.7% | +225.5% | -180.8% | +6.3% |
| All | +78.3% | +656.8% | -578.5% | +8.8% |
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