+26.2%
QQWZ vs VT
+30.5%
-4.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.6% | +1.5% |
| 7D | -5.4% | -4.2% | -1.2% | -1.5% |
| 30D | -11.0% | -5.8% | -5.2% | -5.7% |
| 3M | -9.8% | -5.2% | -4.5% | -5.0% |
| 6M | -7.3% | +0.1% | -7.4% | -7.0% |
| YTD | +0.9% | +8.2% | -7.3% | -6.0% |
| 1Y | -1.3% | +10.1% | -11.4% | -10.0% |
| All | +26.2% | +30.5% | -4.3% | -7.8% |
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