+83.9%
QGEN vs VT
+221.8%
-137.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -0.9% | +2.4% | -3.2% | -2.2% |
| 30D | +9.5% | -1.5% | +11.0% | +10.3% |
| 3M | +15.4% | -4.1% | +19.5% | +18.0% |
| 6M | +53.9% | +0.6% | +53.4% | +53.2% |
| YTD | +11.9% | +11.0% | +0.9% | +5.3% |
| 1Y | +12.7% | +13.3% | -0.6% | +4.8% |
| 3Y | +31.8% | +73.4% | -41.6% | -3.0% |
| 5Y | -6.1% | +57.4% | -63.5% | -28.4% |
| All | +83.9% | +221.8% | -137.9% | -11.1% |
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