+49.6%
QSR vs VT
+66.2%
-16.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.4% | +0.4% | +2.0% | +2.2% |
| 30D | +7.6% | +1.0% | +6.7% | +7.0% |
| 3M | +12.6% | +2.4% | +10.2% | +10.7% |
| 6M | +14.4% | +12.0% | +2.4% | +5.7% |
| YTD | +19.6% | +15.3% | +4.3% | +8.3% |
| 1Y | +33.9% | +22.6% | +11.3% | +16.0% |
| 3Y | +27.1% | +74.7% | -47.6% | -15.3% |
| All | +49.6% | +66.2% | -16.6% | +3.0% |
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 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