-83.2%
QTRX vs VT
+156.8%
-240.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.9% |
| 7D | +1.2% | +2.4% | -1.1% | -2.4% |
| 30D | -4.2% | -1.5% | -2.7% | -0.9% |
| 3M | +2.4% | -4.1% | +6.6% | +11.3% |
| 6M | +1.7% | +0.6% | +1.2% | +3.1% |
| YTD | -53.9% | +11.0% | -65.0% | -60.3% |
| 1Y | -44.9% | +13.3% | -58.3% | -54.1% |
| 3Y | -85.8% | +73.4% | -159.2% | -93.9% |
| 5Y | -94.8% | +57.4% | -152.3% | -97.2% |
| All | -83.2% | +156.8% | -240.0% | -94.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling