-97.2%
QTTB vs VT
+154.5%
-251.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -2.1% |
| 7D | +7.2% | +0.4% | +6.9% | +6.6% |
| 30D | +12.0% | -2.6% | +14.6% | +15.3% |
| 3M | -40.1% | -3.2% | -36.9% | -37.8% |
| 6M | +73.9% | +0.9% | +73.0% | +69.0% |
| YTD | +181.3% | +11.3% | +170.0% | +139.8% |
| 1Y | +313.3% | +14.0% | +299.3% | +242.1% |
| 3Y | -48.6% | +75.8% | -124.5% | -77.1% |
| 5Y | -91.6% | +57.8% | -149.4% | -95.5% |
| All | -97.2% | +154.5% | -251.7% | -99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling