+272.3%
QH vs VT
+12.0%
+260.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.5% | +9.7% | +10.5% |
| 7D | +6.6% | -0.1% | +6.7% | +6.7% |
| 30D | -13.6% | -3.1% | -10.5% | -5.4% |
| 3M | -39.2% | -3.5% | -35.7% | -33.0% |
| 6M | -0.3% | +0.5% | -0.8% | +4.3% |
| YTD | +186.1% | +10.8% | +175.3% | +248.8% |
| All | +272.3% | +12.0% | +260.3% | +352.1% |
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 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