+28.2%
QBIG vs VT
+30.7%
-2.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.6% |
| 7D | +0.9% | +2.4% | -1.5% | -2.4% |
| 30D | -6.6% | -1.5% | -5.1% | -4.6% |
| 3M | -5.1% | -4.1% | -1.0% | +0.6% |
| 6M | -7.6% | +0.6% | -8.2% | -8.3% |
| YTD | +2.7% | +11.0% | -8.3% | -11.8% |
| 1Y | +2.4% | +13.3% | -11.0% | -14.8% |
| All | +28.2% | +30.7% | -2.5% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling