+163.5%
QGEN vs VT
+345.0%
-181.4%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.1% | +2.7% |
| 7D | +1.0% | -4.2% | +5.2% | +3.8% |
| 30D | +11.4% | -5.8% | +17.2% | +15.7% |
| 3M | +21.2% | -5.2% | +26.5% | +25.5% |
| 6M | +50.9% | +0.1% | +50.8% | +50.4% |
| YTD | +14.1% | +8.2% | +5.9% | +7.9% |
| 1Y | +16.5% | +10.1% | +6.4% | +8.8% |
| 3Y | +31.5% | +69.7% | -38.2% | -7.7% |
| 5Y | -5.0% | +53.4% | -58.4% | -29.1% |
| 10Y | +94.0% | +219.2% | -125.2% | -15.0% |
| All | +163.5% | +345.0% | -181.4% | -12.6% |
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