-94.9%
QUBX price history and return analytics
+29.3%
-124.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | -1.7% |
| 7D | -0.9% | -1.1% | +0.2% | +6.8% |
| 30D | -23.8% | -1.0% | -22.8% | -17.0% |
| 3M | -46.7% | +3.2% | -49.8% | -52.2% |
| 6M | -33.7% | +12.5% | -46.2% | -62.3% |
| YTD | -70.6% | +14.1% | -84.7% | -83.3% |
| 1Y | -92.6% | +18.9% | -111.5% | -96.6% |
| All | -94.9% | +29.3% | -124.2% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling