+70.9%
QBTS vs VTV
+78.5%
-7.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -1.7% |
| 7D | -1.0% | -2.1% | +1.1% | +2.0% |
| 30D | -17.6% | -1.3% | -16.3% | -16.0% |
| 3M | -28.3% | +5.6% | -34.0% | -33.6% |
| 6M | -11.2% | +12.4% | -23.6% | -23.4% |
| YTD | -36.3% | +17.6% | -53.9% | -47.8% |
| 1Y | +3.9% | +23.5% | -19.6% | -19.2% |
| 3Y | +1,728.8% | +67.0% | +1,661.7% | +1,030.5% |
| 5Y | +70.9% | +80.5% | -9.7% | +10.6% |
| All | +70.9% | +78.5% | -7.6% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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