+78.9%
QSPT vs VT
+71.1%
+7.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +0.8% | +1.0% | -0.2% | 0.0% |
| 30D | +1.4% | -0.2% | +1.6% | +1.6% |
| 3M | +3.9% | +4.5% | -0.7% | 0.0% |
| 6M | +14.4% | +14.1% | +0.4% | +2.2% |
| YTD | +12.9% | +14.8% | -1.9% | +0.2% |
| 1Y | +16.1% | +21.2% | -5.1% | -1.7% |
| 3Y | +62.6% | +76.6% | -13.9% | -1.9% |
| All | +78.9% | +71.1% | +7.8% | +9.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling