+11.5%
QUIZ vs VT
+18.7%
-7.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.1% | -1.6% | +0.5% | +0.6% |
| 30D | -3.1% | -2.5% | -0.6% | -0.5% |
| 3M | -4.4% | -1.3% | -3.1% | -3.1% |
| 6M | -2.3% | +3.1% | -5.4% | -5.6% |
| YTD | +5.2% | +10.9% | -5.7% | -5.2% |
| 1Y | +8.8% | +12.1% | -3.3% | -2.8% |
| All | +11.5% | +18.7% | -7.1% | -6.8% |
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