+69.1%
QTTB vs VT
-0.9%
+70.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.7% |
| 7D | +3.8% | -2.3% | +6.1% | +2.7% |
| 30D | +15.8% | -5.0% | +20.7% | +11.5% |
| 3M | -42.9% | -4.9% | -38.0% | -44.8% |
| 6M | +69.1% | -1.5% | +70.6% | +81.8% |
| All | +69.1% | -0.9% | +70.1% | +81.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling