-79.7%
BQ price history and return analytics
+11.9%
-91.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.8% |
| 7D | +2.1% | +2.4% | -0.2% | -1.1% |
| 30D | -35.9% | -1.5% | -34.4% | -34.5% |
| 3M | -65.3% | -4.1% | -61.2% | -63.2% |
| 6M | -51.1% | +0.6% | -51.6% | -52.6% |
| YTD | -78.8% | +11.0% | -89.9% | -83.9% |
| 1Y | -79.7% | +13.3% | -93.1% | -86.2% |
| All | -79.7% | +11.9% | -91.6% | -86.2% |
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