+19.3%
QUIZ vs VT
+23.4%
-4.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.7% | +0.4% | +0.3% | +0.3% |
| 30D | +0.7% | +1.0% | -0.2% | -0.3% |
| 3M | +2.1% | +2.4% | -0.3% | -0.5% |
| 6M | +5.4% | +12.0% | -6.6% | -6.4% |
| YTD | +12.5% | +15.3% | -2.9% | -2.7% |
| 1Y | +20.5% | +22.6% | -2.0% | -2.1% |
| All | +19.3% | +23.4% | -4.1% | -4.3% |
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