+195.3%
QUAD vs VT
+66.2%
+129.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.1% |
| 7D | +1.2% | +1.0% | +0.2% | +0.1% |
| 30D | +1.2% | -0.2% | +1.5% | +1.5% |
| 3M | +38.3% | +4.5% | +33.8% | +30.9% |
| 6M | +52.2% | +14.1% | +38.2% | +29.7% |
| YTD | +68.8% | +14.8% | +54.1% | +42.8% |
| 1Y | +60.1% | +21.2% | +38.9% | +26.8% |
| 3Y | +132.5% | +76.6% | +55.9% | +17.8% |
| 5Y | +195.3% | +66.6% | +128.7% | +58.0% |
| All | +195.3% | +66.2% | +129.1% | +58.0% |
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