+247.8%
RQI vs VT
+346.0%
-98.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.9% |
| 7D | +1.9% | -2.3% | +4.2% | +4.6% |
| 30D | +7.3% | -5.0% | +12.3% | +13.6% |
| 3M | -4.9% | -4.9% | -0.1% | +0.5% |
| 6M | -9.2% | -1.5% | -7.6% | -8.6% |
| YTD | +9.9% | +8.5% | +1.4% | -1.8% |
| 1Y | +8.1% | +11.4% | -3.2% | -6.4% |
| 3Y | +45.6% | +70.1% | -24.5% | -25.2% |
| 5Y | +4.9% | +53.7% | -48.8% | -39.1% |
| 10Y | +127.2% | +220.0% | -92.8% | -46.4% |
| All | +247.8% | +346.0% | -98.2% | -50.2% |
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 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