-92.8%
QTI vs VT
+20.4%
-113.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.8% |
| 7D | -2.5% | -0.1% | -2.4% | -2.5% |
| 30D | -10.6% | -0.7% | -9.9% | -10.6% |
| 3M | -28.0% | +4.0% | -32.0% | -28.7% |
| 6M | -55.1% | +12.3% | -67.4% | -54.3% |
| YTD | -55.7% | +14.0% | -69.8% | -52.8% |
| 1Y | -92.8% | +20.3% | -113.1% | -90.5% |
| All | -92.8% | +20.4% | -113.3% | -90.5% |
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