-6.1%
QGEN vs VT
+53.4%
-59.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.2% |
| 7D | +0.2% | -2.3% | +2.5% | +1.7% |
| 30D | +12.4% | -5.0% | +17.3% | +16.3% |
| 3M | +20.6% | -4.9% | +25.5% | +24.8% |
| 6M | +47.5% | -1.5% | +49.0% | +48.6% |
| YTD | +12.9% | +8.5% | +4.4% | +5.9% |
| 1Y | +17.9% | +11.4% | +6.6% | +8.4% |
| 3Y | +30.9% | +70.1% | -39.1% | -13.4% |
| All | -6.1% | +53.4% | -59.5% | -37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling