+59.3%
QUIK price history and return analytics
+11.9%
+47.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.6% | +7.2% | +8.3% |
| 7D | +35.0% | +2.9% | +32.1% | +25.1% |
| 30D | -4.4% | -2.5% | -1.9% | +3.9% |
| 3M | -24.2% | -3.3% | -20.9% | -15.8% |
| 6M | -48.0% | +1.5% | -49.5% | -47.4% |
| YTD | +64.9% | +11.4% | +53.5% | +39.7% |
| 1Y | +59.3% | +11.9% | +47.4% | +33.0% |
| All | +59.3% | +11.9% | +47.5% | +33.0% |
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