+68.6%
QVMT vs VT
+74.1%
-5.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.4% |
| 7D | -1.6% | +0.4% | -1.9% | -1.8% |
| 30D | -6.4% | -2.6% | -3.8% | -4.5% |
| 3M | -5.8% | -3.2% | -2.5% | -3.4% |
| 6M | -4.9% | +0.9% | -5.9% | -5.6% |
| YTD | +8.5% | +11.3% | -2.8% | +0.1% |
| 1Y | +13.9% | +14.0% | -0.1% | +3.1% |
| 3Y | +68.6% | +75.8% | -7.2% | +5.2% |
| All | +68.6% | +74.1% | -5.5% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling