-95.2%
QSU vs VT
+16.5%
-111.6%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | -1.1% |
| 7D | -8.4% | -1.1% | -7.3% | -1.7% |
| 30D | -35.3% | -1.0% | -34.3% | -30.3% |
| 3M | -58.1% | +3.2% | -61.3% | -62.0% |
| 6M | -64.4% | +12.5% | -76.9% | -76.7% |
| YTD | -86.4% | +14.1% | -100.4% | -91.4% |
| All | -95.2% | +16.5% | -111.6% | -97.1% |
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