-89.9%
QBTZ vs VT
+12.8%
-102.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.2% | -0.5% | +17.7% | +13.6% |
| 7D | -20.0% | -0.1% | -19.8% | -16.2% |
| 30D | +36.4% | -3.1% | +39.4% | +18.8% |
| 3M | +85.2% | -3.5% | +88.7% | +60.8% |
| 6M | -51.6% | +0.5% | -52.0% | -24.1% |
| YTD | -79.7% | +10.8% | -90.5% | -6.0% |
| 1Y | -87.1% | +11.9% | -99.0% | -26.0% |
| All | -89.9% | +12.8% | -102.7% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling