-20.3%
QUCY vs VT
+18.7%
-39.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | +1.2% |
| 7D | -9.9% | -2.0% | -7.9% | -3.9% |
| 30D | 0.0% | -1.4% | +1.4% | +4.8% |
| 3M | -28.6% | +4.7% | -33.4% | -37.1% |
| 6M | +65.7% | +11.4% | +54.3% | +37.9% |
| YTD | +22.3% | +13.1% | +9.3% | -0.2% |
| 1Y | -20.3% | +19.0% | -39.4% | -35.1% |
| All | -20.3% | +18.7% | -39.1% | -35.1% |
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 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