-21.6%
QURE vs VT
+13.3%
-34.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | -1.7% | -1.6% | -0.1% | -0.7% |
| 30D | +1.7% | -2.5% | +4.2% | +3.3% |
| 3M | -45.8% | -1.3% | -44.5% | -45.2% |
| 6M | +24.8% | +3.1% | +21.7% | +18.8% |
| YTD | -0.3% | +10.9% | -11.2% | -4.9% |
| All | -21.6% | +13.3% | -34.9% | -23.0% |
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