-75.0%
QPUX vs VT
+24.3%
-99.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +9.2% |
| 7D | +6.2% | +1.0% | +5.2% | -1.6% |
| 30D | -28.4% | -0.2% | -28.2% | -25.9% |
| 3M | -60.9% | +4.5% | -65.4% | -68.1% |
| 6M | -38.4% | +14.1% | -52.5% | -66.0% |
| YTD | -70.3% | +14.8% | -85.0% | -83.2% |
| 1Y | -71.8% | +21.2% | -93.0% | -87.9% |
| All | -75.0% | +24.3% | -99.3% | -91.0% |
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