+515.3%
QQXT vs VT
+345.0%
+170.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +0.5% |
| 7D | +0.5% | -4.2% | +4.6% | +4.1% |
| 30D | +3.1% | -5.8% | +8.9% | +8.3% |
| 3M | -1.2% | -5.2% | +4.0% | +3.3% |
| 6M | +2.4% | +0.1% | +2.3% | +1.8% |
| YTD | +1.6% | +8.2% | -6.6% | -5.7% |
| 1Y | +3.7% | +10.1% | -6.4% | -5.2% |
| 3Y | +28.0% | +69.7% | -41.6% | -19.4% |
| 5Y | +17.3% | +53.4% | -36.1% | -19.5% |
| 10Y | +177.2% | +219.2% | -42.0% | +4.1% |
| All | +515.3% | +345.0% | +170.3% | +78.0% |
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 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