+103.7%
QTEC vs VT
+74.2%
+29.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.8% |
| 7D | +1.7% | -0.1% | +1.8% | +1.9% |
| 30D | -1.6% | -0.7% | -0.9% | -0.4% |
| 3M | +1.3% | +4.0% | -2.7% | -4.3% |
| 6M | +37.8% | +12.3% | +25.5% | +15.8% |
| YTD | +35.1% | +14.0% | +21.0% | +10.9% |
| 1Y | +42.9% | +20.3% | +22.6% | +8.1% |
| All | +103.7% | +74.2% | +29.6% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling