-4.9%
QVOY vs VT
+13.0%
-17.9%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.9% | -0.4% |
| 7D | -1.2% | +0.4% | -1.6% | -1.6% |
| 30D | -4.1% | -2.6% | -1.6% | -2.0% |
| 3M | -8.2% | -3.2% | -5.0% | -5.6% |
| 6M | -8.6% | +0.9% | -9.6% | -9.3% |
| YTD | +1.7% | +11.3% | -9.6% | -5.3% |
| All | -4.9% | +13.0% | -17.9% | -12.5% |
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