+255.4%
RQI vs VT
+374.2%
-118.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.5% | +0.4% | -2.0% | -2.1% |
| 30D | -3.0% | +1.0% | -3.9% | -4.1% |
| 3M | -7.1% | +2.4% | -9.5% | -10.4% |
| 6M | -5.1% | +12.0% | -17.1% | -17.9% |
| YTD | +12.2% | +15.3% | -3.1% | -6.4% |
| 1Y | +6.9% | +22.6% | -15.7% | -17.2% |
| 3Y | +36.5% | +74.7% | -38.1% | -31.7% |
| 5Y | +9.9% | +66.1% | -56.2% | -41.6% |
| 10Y | +101.6% | +225.0% | -123.4% | -53.1% |
| All | +255.4% | +374.2% | -118.8% | -52.5% |
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 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