+29.7%
Q price history and return analytics
+15.5%
+14.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +3.6% |
| 7D | +6.7% | +1.0% | +5.7% | +3.9% |
| 30D | -10.6% | -0.2% | -10.4% | -10.1% |
| 3M | -14.6% | +4.5% | -19.1% | -22.9% |
| 6M | +12.1% | +14.1% | -2.0% | -18.6% |
| YTD | +51.3% | +14.8% | +36.5% | +10.0% |
| All | +29.7% | +15.5% | +14.2% | -7.2% |
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 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