-21.4%
QBTX vs VT
+42.1%
-63.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -1.9% |
| 7D | +6.5% | -0.1% | +6.6% | +7.2% |
| 30D | -32.4% | -0.7% | -31.8% | -27.5% |
| 3M | -59.0% | +4.0% | -63.0% | -66.0% |
| 6M | -57.0% | +12.3% | -69.3% | -74.4% |
| YTD | -81.2% | +14.0% | -95.2% | -89.3% |
| 1Y | -71.4% | +20.3% | -91.7% | -86.9% |
| All | -21.4% | +42.1% | -63.4% | -76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling