+5.5%
WQTM vs VT
+17.5%
-12.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.9% |
| 7D | -0.3% | +0.4% | -0.8% | -1.3% |
| 30D | -5.0% | +1.0% | -6.0% | -6.9% |
| 3M | -18.8% | +2.4% | -21.2% | -22.2% |
| 6M | +17.9% | +12.0% | +5.9% | -4.8% |
| YTD | +23.5% | +15.3% | +8.1% | -7.5% |
| All | +5.5% | +17.5% | -12.0% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling