-40.7%
QBY price history and return analytics
+17.0%
-57.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -3.1% | +0.4% | -3.5% | -3.5% |
| 30D | -9.2% | +1.0% | -10.2% | -10.1% |
| 3M | -18.0% | +2.4% | -20.3% | -19.7% |
| 6M | -19.1% | +12.0% | -31.1% | -27.3% |
| YTD | -39.0% | +15.3% | -54.4% | -47.5% |
| All | -40.7% | +17.0% | -57.7% | -50.0% |
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 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