-94.5%
QSU vs VT
+17.2%
-111.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +6.6% |
| 7D | +3.9% | +1.0% | +2.9% | -2.6% |
| 30D | -19.3% | -0.2% | -19.1% | -17.4% |
| 3M | -58.2% | +4.5% | -62.8% | -65.1% |
| 6M | -55.9% | +14.1% | -70.0% | -73.7% |
| YTD | -84.6% | +14.8% | -99.4% | -90.6% |
| All | -94.5% | +17.2% | -111.7% | -96.9% |
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