-94.8%
QUBX vs VT
+30.7%
-125.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.3% | +1.4% |
| 7D | -4.3% | +0.4% | -4.7% | -7.1% |
| 30D | -22.6% | +1.0% | -23.6% | -25.8% |
| 3M | -59.6% | +2.4% | -62.0% | -61.1% |
| 6M | -41.4% | +12.0% | -53.4% | -65.2% |
| YTD | -70.3% | +15.3% | -85.7% | -84.4% |
| 1Y | -91.5% | +22.6% | -114.0% | -96.9% |
| All | -94.8% | +30.7% | -125.6% | -99.0% |
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 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