-90.5%
QNCX vs VT
+23.4%
-113.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.0% | -6.0% | -7.3% |
| 7D | -6.0% | +0.1% | -6.1% | -6.4% |
| 30D | +11.5% | +0.8% | +10.6% | +9.3% |
| 3M | +48.3% | +2.8% | +45.5% | +39.4% |
| 6M | +60.8% | +13.0% | +47.8% | +14.4% |
| YTD | -95.4% | +15.4% | -110.8% | -96.4% |
| All | -90.5% | +23.4% | -113.8% | -92.5% |
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