-53.0%
QTTB vs VT
+74.0%
-127.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.1% |
| 7D | -5.8% | +2.4% | -8.2% | -7.0% |
| 30D | +8.7% | -1.5% | +10.2% | +9.6% |
| 3M | -43.3% | -4.1% | -39.2% | -42.1% |
| 6M | +46.6% | +0.6% | +46.1% | +45.2% |
| YTD | +162.3% | +11.0% | +151.3% | +139.9% |
| 1Y | +294.1% | +13.3% | +280.8% | +253.7% |
| 3Y | -53.0% | +73.4% | -126.4% | -70.4% |
| All | -53.0% | +74.0% | -127.0% | -70.4% |
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 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