+54.9%
VG vs Q
+71.3%
-16.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.3% |
| 7D | +1.7% | +0.2% | +1.5% | +1.7% |
| 30D | +16.0% | -11.1% | +27.1% | +15.2% |
| 3M | +9.7% | -22.1% | +31.9% | +9.1% |
| 6M | +29.6% | +0.5% | +29.1% | +31.8% |
| YTD | +112.0% | +47.8% | +64.2% | +90.4% |
| All | +54.9% | +71.3% | -16.4% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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