+257.8%
QH vs VT
+13.3%
+244.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -6.8% |
| 7D | +4.9% | -0.7% | +5.6% | +7.0% |
| 30D | -17.3% | -1.7% | -15.5% | -12.7% |
| 3M | -41.2% | -2.3% | -38.9% | -37.3% |
| 6M | -1.0% | +1.5% | -2.5% | +0.3% |
| YTD | +175.0% | +12.0% | +163.0% | +225.0% |
| 1Y | +257.8% | +12.9% | +245.0% | +321.2% |
| All | +257.8% | +13.3% | +244.6% | +321.2% |
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