-99.9%
BQ price history and return analytics
+123.2%
-223.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.3% |
| 7D | -4.0% | -1.1% | -2.9% | -2.7% |
| 30D | -30.6% | -1.0% | -29.6% | -29.8% |
| 3M | -29.4% | +3.2% | -32.6% | -32.2% |
| 6M | -32.8% | +12.5% | -45.2% | -41.6% |
| YTD | -57.9% | +14.1% | -72.0% | -64.0% |
| 1Y | -76.7% | +18.9% | -95.6% | -81.1% |
| 3Y | -97.6% | +74.1% | -171.6% | -98.8% |
| 5Y | -99.8% | +66.9% | -166.7% | -99.9% |
| All | -99.9% | +123.2% | -223.2% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling