+793.6%
QCRH vs VT
+371.8%
+421.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +3.1% | +1.0% | +2.0% | +2.5% |
| 30D | -1.8% | -0.2% | -1.5% | -1.7% |
| 3M | +8.7% | +4.5% | +4.1% | +6.1% |
| 6M | +23.1% | +14.1% | +9.1% | +14.9% |
| YTD | +22.8% | +14.8% | +8.0% | +14.2% |
| 1Y | +29.6% | +21.2% | +8.4% | +17.3% |
| 3Y | +104.0% | +76.6% | +27.5% | +54.6% |
| 5Y | +105.6% | +66.6% | +39.0% | +59.8% |
| 10Y | +243.1% | +222.3% | +20.8% | +117.9% |
| All | +793.6% | +371.8% | +421.8% | +577.0% |
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 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