+244.2%
QCRH vs VT
+229.8%
+14.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.3% |
| 7D | -0.1% | -1.1% | +1.0% | +1.1% |
| 30D | -3.0% | -1.0% | -2.0% | -2.0% |
| 3M | +6.5% | +3.2% | +3.4% | +2.6% |
| 6M | +24.1% | +12.5% | +11.6% | +8.2% |
| YTD | +23.4% | +14.1% | +9.4% | +5.9% |
| 1Y | +31.8% | +18.9% | +12.9% | +7.9% |
| 3Y | +107.0% | +74.1% | +32.9% | +10.9% |
| 5Y | +108.9% | +66.9% | +42.0% | +16.6% |
| All | +244.2% | +229.8% | +14.4% | -11.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling