-91.4%
QUBX vs VT
+21.4%
-112.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +9.0% |
| 7D | +8.5% | +1.0% | +7.5% | +1.1% |
| 30D | -22.7% | -0.2% | -22.5% | -20.2% |
| 3M | -49.4% | +4.5% | -54.0% | -58.5% |
| 6M | -29.6% | +14.1% | -43.6% | -62.8% |
| YTD | -68.6% | +14.8% | -83.4% | -82.3% |
| 1Y | -91.4% | +21.2% | -112.6% | -94.7% |
| All | -91.4% | +21.4% | -112.8% | -94.7% |
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 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