+26.8%
QVOY vs VT
+85.5%
-58.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -4.3% | -2.3% | -2.0% | -2.4% |
| 30D | -4.8% | -5.0% | +0.1% | -0.6% |
| 3M | -9.2% | -4.9% | -4.3% | -5.3% |
| 6M | -10.2% | -1.5% | -8.6% | -8.9% |
| YTD | -0.1% | +8.5% | -8.5% | -6.8% |
| 1Y | -4.7% | +11.4% | -16.1% | -13.1% |
| 3Y | +18.4% | +70.1% | -51.7% | -25.5% |
| All | +26.8% | +85.5% | -58.7% | -25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling