-21.5%
QURE vs VT
+11.9%
-33.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.1% |
| 7D | +9.7% | +2.4% | +7.4% | +7.7% |
| 30D | +13.5% | -1.5% | +15.0% | +15.2% |
| 3M | -49.4% | -4.1% | -45.3% | -47.8% |
| 6M | -18.4% | +0.6% | -18.9% | -19.6% |
| YTD | -0.5% | +11.0% | -11.5% | -7.3% |
| 1Y | -21.5% | +13.3% | -34.9% | -26.6% |
| All | -21.5% | +11.9% | -33.4% | -26.6% |
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