-100.0%
BQ price history and return analytics
+118.0%
-217.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.6% |
| 7D | -6.3% | +2.9% | -9.1% | -9.3% |
| 30D | -39.1% | -2.5% | -36.6% | -37.3% |
| 3M | -65.9% | -3.3% | -62.5% | -64.5% |
| 6M | -47.6% | +1.5% | -49.1% | -48.6% |
| YTD | -79.3% | +11.4% | -90.7% | -81.8% |
| 1Y | -80.5% | +11.9% | -92.4% | -82.8% |
| 3Y | -98.5% | +73.9% | -172.4% | -99.3% |
| 5Y | -99.9% | +57.9% | -157.8% | -99.9% |
| All | -100.0% | +118.0% | -217.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling