+74.1%
QBTS vs VTV
+118.2%
-44.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.8% | +7.4% | +7.6% |
| 7D | +6.8% | +0.3% | +6.5% | +6.3% |
| 30D | -14.9% | +0.1% | -15.0% | -15.1% |
| 3M | -31.6% | +6.2% | -37.8% | -36.6% |
| 6M | -4.9% | +13.5% | -18.4% | -17.8% |
| YTD | -32.4% | +18.9% | -51.3% | -44.3% |
| 1Y | +14.6% | +25.8% | -11.2% | -10.5% |
| 3Y | +1,839.6% | +68.7% | +1,770.9% | +1,150.1% |
| 5Y | +81.2% | +80.3% | +0.9% | +20.2% |
| All | +74.1% | +118.2% | -44.1% | +14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling