+8.9%
VT vs Q
+66.4%
-57.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -3.5% |
| 3M | -4.9% | -12.2% | +7.3% | -3.2% |
| 6M | -1.5% | -21.6% | +20.1% | +1.2% |
| YTD | +8.5% | +43.6% | -35.1% | +1.0% |
| 1Y | +11.4% | +25.7% | -14.3% | +5.2% |
| All | +8.9% | +66.4% | -57.5% | +3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling