-84.0%
QBTZ vs VT
+10.3%
-94.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.4% | -4.1% | +30.5% | -4.9% |
| 7D | +51.9% | -4.2% | +56.0% | +14.0% |
| 30D | +150.5% | -5.8% | +156.3% | +71.0% |
| 3M | +212.8% | -5.2% | +218.0% | +132.5% |
| 6M | -35.2% | +0.1% | -35.3% | -0.2% |
| YTD | -68.0% | +8.2% | -76.2% | +20.7% |
| 1Y | -78.1% | +10.1% | -88.2% | +9.2% |
| All | -84.0% | +10.3% | -94.3% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling