+57.0%
VG vs Q
+31.3%
+25.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.1% | +5.5% |
| 7D | +5.5% | +6.6% | -1.1% | +5.6% |
| 30D | -3.6% | +2.7% | -6.3% | -3.7% |
| 3M | -4.0% | -8.4% | +4.4% | -4.6% |
| 6M | +9.4% | -17.3% | +26.7% | +9.2% |
| YTD | +86.6% | +55.3% | +31.3% | +60.2% |
| All | +57.0% | +31.3% | +25.7% | +40.3% |
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