-89.9%
QBTZ vs VT
+10.5%
-100.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -36.7% | +0.2% | -37.0% | -35.0% |
| 7D | -17.4% | -2.3% | -15.1% | -28.1% |
| 30D | +47.6% | -5.0% | +52.5% | +8.7% |
| 3M | +67.6% | -4.9% | +72.4% | +29.4% |
| 6M | -47.7% | -1.5% | -46.1% | -30.4% |
| YTD | -79.8% | +8.5% | -88.2% | -21.5% |
| 1Y | -88.1% | +11.4% | -99.4% | -33.9% |
| All | -89.9% | +10.5% | -100.4% | -37.2% |
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