-97.6%
BQ price history and return analytics
+76.6%
-174.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.0% |
| 7D | -2.4% | +1.0% | -3.4% | -3.0% |
| 30D | +1.3% | -0.2% | +1.5% | +1.5% |
| 3M | +9.9% | +4.5% | +5.3% | +6.5% |
| 6M | -30.8% | +14.1% | -44.8% | -36.1% |
| YTD | -57.2% | +14.8% | -72.0% | -60.6% |
| 1Y | -72.6% | +21.2% | -93.8% | -75.4% |
| 3Y | -97.6% | +76.6% | -174.2% | -97.2% |
| All | -97.6% | +76.6% | -174.2% | -97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling