-84.1%
QBTZ vs VT
+13.3%
-97.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -5.8% |
| 7D | +31.7% | -1.6% | +33.3% | +17.6% |
| 30D | +96.8% | -2.5% | +99.2% | +70.1% |
| 3M | +108.9% | -1.3% | +110.2% | +111.2% |
| 6M | -53.2% | +3.1% | -56.3% | -13.8% |
| YTD | -74.6% | +10.9% | -85.6% | +10.4% |
| All | -84.1% | +13.3% | -97.4% | -2.3% |
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