+93.1%
QUAD vs VT
+57.4%
+35.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -4.6% |
| 7D | -0.4% | +0.4% | -0.8% | -1.1% |
| 30D | -20.0% | -2.6% | -17.4% | -17.9% |
| 3M | -25.9% | -3.2% | -22.6% | -23.4% |
| 6M | +2.5% | +0.9% | +1.6% | +0.5% |
| YTD | +23.6% | +11.3% | +12.3% | +8.0% |
| 1Y | +42.6% | +14.0% | +28.6% | +21.1% |
| 3Y | +94.5% | +75.8% | +18.6% | -1.3% |
| 5Y | +93.1% | +57.8% | +35.3% | +12.6% |
| All | +93.1% | +57.4% | +35.8% | +12.6% |
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