-88.1%
QNCX vs VT
+74.2%
-162.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.1% |
| 7D | -5.7% | -0.1% | -5.6% | -5.7% |
| 30D | -1.1% | -0.7% | -0.4% | -0.7% |
| 3M | +56.3% | +4.0% | +52.3% | +52.8% |
| 6M | +41.7% | +12.3% | +29.4% | +32.6% |
| YTD | -95.5% | +14.0% | -109.5% | -95.7% |
| 1Y | -90.6% | +20.3% | -110.9% | -91.0% |
| All | -88.1% | +74.2% | -162.2% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling