-92.1%
QUBX vs VT
+13.3%
-105.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +2.8% |
| 7D | -13.4% | -1.6% | -11.8% | -3.8% |
| 30D | -41.5% | -2.5% | -39.0% | -29.2% |
| 3M | -52.9% | -1.3% | -51.6% | -46.1% |
| 6M | -69.3% | +3.1% | -72.4% | -70.0% |
| YTD | -82.5% | +10.9% | -93.4% | -87.2% |
| All | -92.1% | +13.3% | -105.3% | -94.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling