+204.6%
QURE vs VT
+278.6%
-74.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -8.7% | +0.4% | -9.1% | -9.2% |
| 30D | +0.6% | +1.0% | -0.4% | -0.5% |
| 3M | +59.0% | +2.4% | +56.6% | +53.1% |
| 6M | +392.3% | +12.0% | +380.3% | +325.2% |
| YTD | +86.0% | +15.3% | +70.6% | +56.7% |
| 1Y | +151.0% | +22.6% | +128.4% | +94.6% |
| 3Y | +410.3% | +74.7% | +335.6% | +167.2% |
| 5Y | +43.0% | +66.1% | -23.1% | -18.9% |
| 10Y | +477.9% | +225.0% | +252.9% | +70.0% |
| All | +204.6% | +278.6% | -74.0% | -19.1% |
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