-98.4%
BQ price history and return analytics
+75.6%
-174.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.3% |
| 7D | -9.1% | -0.7% | -8.4% | -8.5% |
| 30D | -40.3% | -1.7% | -38.6% | -39.5% |
| 3M | -46.7% | -2.3% | -44.4% | -45.7% |
| 6M | -39.3% | +1.5% | -40.8% | -40.0% |
| YTD | -78.8% | +12.0% | -90.9% | -80.3% |
| 1Y | -83.5% | +12.9% | -96.3% | -84.7% |
| All | -98.4% | +75.6% | -174.0% | -97.6% |
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 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