-21.0%
QH vs VT
+23.4%
-44.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -6.3% |
| 7D | -6.6% | +0.1% | -6.7% | -7.1% |
| 30D | -8.3% | +0.8% | -9.2% | -11.1% |
| 3M | 0.0% | +2.8% | -2.8% | -7.8% |
| 6M | +4,429.9% | +13.0% | +4,416.9% | +3,652.7% |
| YTD | +264.9% | +15.4% | +249.5% | +217.2% |
| All | -21.0% | +23.4% | -44.4% | -41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling