-94.4%
QTRX vs VT
+66.2%
-160.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.5% |
| 7D | +8.8% | +1.0% | +7.8% | +6.5% |
| 30D | -32.3% | -0.2% | -32.0% | -31.6% |
| 3M | -12.8% | +4.5% | -17.3% | -19.8% |
| 6M | -46.0% | +14.1% | -60.1% | -58.5% |
| YTD | -57.1% | +14.8% | -71.8% | -67.1% |
| 1Y | -39.6% | +21.2% | -60.8% | -58.6% |
| 3Y | -88.9% | +76.6% | -165.4% | -96.4% |
| 5Y | -94.4% | +66.6% | -161.0% | -97.8% |
| All | -94.4% | +66.2% | -160.6% | -97.8% |
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