-97.1%
QUBX vs VT
+23.0%
-120.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.3% | +0.2% | +24.0% | +22.8% |
| 7D | -11.1% | -2.3% | -8.8% | +6.3% |
| 30D | -37.0% | -5.0% | -32.1% | -7.1% |
| 3M | -56.1% | -4.9% | -51.3% | -34.8% |
| 6M | -77.4% | -1.5% | -75.9% | -69.9% |
| YTD | -83.5% | +8.5% | -92.0% | -86.4% |
| 1Y | -91.8% | +11.4% | -103.1% | -94.2% |
| All | -97.1% | +23.0% | -120.1% | -99.1% |
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