+9.3%
QBSF vs VT
+27.6%
-18.3%
-1.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.3% | +1.0% | -0.7% | +0.1% |
| 30D | +0.3% | -0.2% | +0.6% | +0.4% |
| 3M | +1.9% | +4.5% | -2.6% | +1.2% |
| 6M | +4.3% | +14.1% | -9.7% | +2.1% |
| YTD | +4.4% | +14.8% | -10.4% | +2.0% |
| 1Y | +7.3% | +21.2% | -13.9% | +3.7% |
| All | +9.3% | +27.6% | -18.3% | +4.7% |
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