+7.6%
CQQQ vs VT
+74.0%
-66.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.4% |
| 7D | -4.4% | +2.4% | -6.8% | -7.2% |
| 30D | -8.5% | -1.5% | -7.0% | -7.0% |
| 3M | -24.7% | -4.1% | -20.6% | -20.8% |
| 6M | -31.7% | +0.6% | -32.3% | -32.2% |
| YTD | -26.1% | +11.0% | -37.2% | -34.5% |
| 1Y | -27.7% | +13.3% | -41.0% | -37.4% |
| 3Y | +7.6% | +73.4% | -65.8% | -46.7% |
| All | +7.6% | +74.0% | -66.4% | -46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling