+17.2%
QUIK vs VT
+13.0%
+4.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | -1.9% |
| 7D | +1.7% | +0.4% | +1.3% | +1.0% |
| 30D | -21.9% | -2.6% | -19.3% | -15.1% |
| 3M | -41.7% | -3.2% | -38.4% | -35.6% |
| 6M | -57.4% | +0.9% | -58.4% | -56.5% |
| YTD | +40.9% | +11.3% | +29.6% | +19.7% |
| All | +17.2% | +13.0% | +4.1% | -3.6% |
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 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