-94.7%
QUCY vs VT
+61.4%
-156.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.0% |
| 7D | -13.1% | -0.1% | -13.0% | -12.9% |
| 30D | 0.0% | -0.7% | +0.7% | +1.3% |
| 3M | -31.9% | +4.0% | -35.9% | -35.3% |
| 6M | +71.6% | +12.3% | +59.3% | +48.7% |
| YTD | +24.1% | +14.0% | +10.1% | +5.3% |
| 1Y | -16.3% | +20.3% | -36.6% | -34.2% |
| 3Y | -57.1% | +75.4% | -132.5% | -77.3% |
| All | -94.7% | +61.4% | -156.1% | -97.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling