+64.1%
QTEC vs VT
+59.8%
+4.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.7% | +1.9% |
| 7D | +0.8% | -0.7% | +1.5% | +2.2% |
| 30D | -11.4% | -1.7% | -9.7% | -8.5% |
| 3M | -8.5% | -2.3% | -6.2% | -4.4% |
| 6M | -3.0% | +1.5% | -4.5% | -4.0% |
| YTD | +25.5% | +12.0% | +13.4% | +6.1% |
| 1Y | +23.4% | +12.9% | +10.5% | +3.2% |
| 3Y | +89.9% | +74.9% | +14.9% | -20.3% |
| 5Y | +64.1% | +59.9% | +4.2% | -16.4% |
| All | +64.1% | +59.8% | +4.3% | -16.4% |
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