+30.9%
QSR vs VT
+21.4%
+9.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | +0.1% | +1.0% | -0.9% | 0.0% |
| 30D | +5.9% | -0.2% | +6.2% | +6.0% |
| 3M | +10.5% | +4.5% | +5.9% | +10.1% |
| 6M | +7.7% | +14.1% | -6.3% | +4.4% |
| YTD | +16.8% | +14.8% | +2.0% | +13.0% |
| 1Y | +30.9% | +21.2% | +9.7% | +20.7% |
| All | +30.9% | +21.4% | +9.5% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling