+538.3%
QTUM vs VT
+153.4%
+385.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -0.2% | +0.4% | -0.7% | -0.8% |
| 30D | -1.4% | +1.0% | -2.4% | -2.5% |
| 3M | -11.0% | +2.4% | -13.4% | -12.9% |
| 6M | +30.4% | +12.0% | +18.4% | +14.5% |
| YTD | +35.4% | +15.3% | +20.0% | +14.8% |
| 1Y | +58.6% | +22.6% | +36.0% | +25.3% |
| 3Y | +196.8% | +74.7% | +122.1% | +55.6% |
| 5Y | +196.4% | +66.1% | +130.3% | +67.0% |
| All | +538.3% | +153.4% | +385.0% | +130.7% |
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