-95.0%
QBTX vs VT
+11.9%
-106.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -3.8% |
| 7D | -21.9% | +2.4% | -24.2% | -32.7% |
| 30D | -43.7% | -1.5% | -42.2% | -32.0% |
| 3M | -83.3% | -4.1% | -79.2% | -74.3% |
| 6M | -89.1% | +0.6% | -89.7% | -86.2% |
| YTD | -95.1% | +11.0% | -106.1% | -96.4% |
| 1Y | -95.0% | +13.3% | -108.3% | -96.9% |
| All | -95.0% | +11.9% | -106.9% | -96.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling