-91.0%
QNCX vs VT
+18.7%
-109.7%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -2.5% |
| 7D | -5.2% | -2.0% | -3.2% | -0.7% |
| 30D | -11.5% | -1.4% | -10.1% | -8.6% |
| 3M | +59.1% | +4.7% | +54.4% | +40.4% |
| 6M | +39.2% | +11.4% | +27.9% | +1.5% |
| YTD | -95.7% | +13.1% | -108.7% | -96.5% |
| 1Y | -91.0% | +19.0% | -110.0% | -93.6% |
| All | -91.0% | +18.7% | -109.7% | -93.6% |
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