+25.4%
QQWZ vs VT
+30.8%
-5.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -2.6% | -2.3% | -0.3% | -0.5% |
| 30D | -11.3% | -5.0% | -6.4% | -6.8% |
| 3M | -10.4% | -4.9% | -5.5% | -6.0% |
| 6M | -9.7% | -1.5% | -8.1% | -8.1% |
| YTD | +0.3% | +8.5% | -8.2% | -6.7% |
| 1Y | +0.1% | +11.4% | -11.3% | -10.0% |
| All | +25.4% | +30.8% | -5.4% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling