+11.4%
VT vs Q
+17.3%
-5.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.3% | -6.1% | -0.9% |
| 7D | -2.3% | +0.3% | -2.6% | -2.4% |
| 30D | -5.0% | -9.8% | +4.9% | -3.4% |
| 3M | -4.9% | -12.2% | +7.3% | -3.1% |
| 6M | -1.5% | -21.6% | +20.1% | +1.3% |
| YTD | +8.5% | +43.6% | -35.1% | +0.3% |
| 1Y | +11.4% | +25.7% | -14.3% | +5.1% |
| All | +11.4% | +17.3% | -5.9% | +5.1% |
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