-77.8%
QMCO vs VT
+65.7%
-143.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.3% |
| 7D | +6.4% | -0.1% | +6.5% | +6.8% |
| 30D | +105.8% | -0.7% | +106.4% | +109.1% |
| 3M | +85.7% | +4.0% | +81.7% | +73.8% |
| 6M | +350.6% | +12.3% | +338.3% | +279.4% |
| YTD | +275.8% | +14.0% | +261.8% | +213.7% |
| 1Y | +203.4% | +20.3% | +183.1% | +134.4% |
| 3Y | +86.5% | +75.4% | +11.0% | -21.0% |
| 5Y | -77.8% | +66.0% | -143.8% | -88.1% |
| All | -77.8% | +65.7% | -143.5% | -88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling