-52.0%
QNC vs VT
+10.4%
-62.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.5% | +6.3% | +7.2% |
| 7D | -7.1% | +1.0% | -8.2% | -10.2% |
| 30D | -18.4% | -0.2% | -18.2% | -18.1% |
| 3M | -40.7% | +4.5% | -45.3% | -46.8% |
| 6M | -45.7% | +14.1% | -59.7% | -62.0% |
| All | -52.0% | +10.4% | -62.4% | -66.4% |
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 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