+221.3%
QQH vs VT
+143.1%
+78.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +4.1% | +2.9% | +1.2% | +1.3% |
| 30D | -9.5% | -2.5% | -7.0% | -7.1% |
| 3M | -5.6% | -3.3% | -2.3% | -2.2% |
| 6M | -4.0% | +1.5% | -5.5% | -4.5% |
| YTD | +3.6% | +11.4% | -7.8% | -5.4% |
| 1Y | +1.2% | +11.9% | -10.7% | -7.9% |
| 3Y | +75.6% | +73.9% | +1.7% | +9.5% |
| 5Y | +44.7% | +57.9% | -13.2% | -1.3% |
| All | +221.3% | +143.1% | +78.2% | +80.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling