+33.4%
QBIG vs VT
+33.1%
+0.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.3% |
| 7D | -2.5% | -2.0% | -0.5% | +0.3% |
| 30D | -0.8% | -1.4% | +0.6% | +1.2% |
| 3M | +5.7% | +4.7% | +1.0% | -1.0% |
| 6M | +13.6% | +11.4% | +2.2% | -2.6% |
| YTD | +6.8% | +13.1% | -6.2% | -10.5% |
| 1Y | +11.7% | +19.0% | -7.3% | -13.4% |
| All | +33.4% | +33.1% | +0.3% | -11.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling