-32.5%
QH vs VT
+22.0%
-54.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | -8.6% | +0.4% | -9.1% | -10.0% |
| 30D | -12.3% | +1.0% | -13.3% | -15.3% |
| 3M | +4.9% | +2.4% | +2.6% | -3.0% |
| 6M | +3,890.1% | +12.0% | +3,878.1% | +3,334.1% |
| YTD | +273.1% | +15.3% | +257.8% | +225.6% |
| All | -32.5% | +22.0% | -54.5% | -46.3% |
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