+62.1%
QJUN vs VT
+69.6%
-7.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +0.5% |
| 7D | -0.2% | +0.4% | -0.6% | -0.5% |
| 30D | -6.7% | -2.6% | -4.1% | -4.7% |
| 3M | -3.6% | -3.2% | -0.4% | -1.1% |
| 6M | -3.6% | +0.9% | -4.5% | -4.4% |
| YTD | +1.6% | +11.3% | -9.7% | -7.1% |
| 1Y | +4.0% | +14.0% | -10.0% | -6.8% |
| 3Y | +44.2% | +75.8% | -31.6% | -9.6% |
| 5Y | +52.5% | +57.8% | -5.4% | +1.4% |
| All | +62.1% | +69.6% | -7.5% | +4.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling