+40.2%
QQUP vs VT
+23.3%
+16.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +0.8% |
| 7D | -4.8% | -2.3% | -2.5% | +1.1% |
| 30D | -19.0% | -5.0% | -14.0% | -7.9% |
| 3M | -14.1% | -4.9% | -9.3% | -2.4% |
| 6M | -13.8% | -1.5% | -12.3% | -8.8% |
| YTD | -2.9% | +8.5% | -11.4% | -17.7% |
| 1Y | -5.8% | +11.4% | -17.2% | -25.0% |
| All | +40.2% | +23.3% | +16.9% | -9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling