+33.2%
QMMY vs VT
+49.9%
-16.7%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.2% | +0.4% | -0.2% | -0.1% |
| 30D | +0.9% | +1.0% | 0.0% | +0.3% |
| 3M | +0.2% | +2.4% | -2.2% | -1.3% |
| 6M | +5.4% | +12.0% | -6.6% | -2.2% |
| YTD | +6.2% | +15.3% | -9.1% | -3.4% |
| 1Y | +10.2% | +22.6% | -12.4% | -4.1% |
| All | +33.2% | +49.9% | -16.7% | +0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling