+12.9%
CQQQ vs VT
+69.7%
-56.9%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.5% |
| 7D | +6.4% | -2.3% | +8.7% | +9.3% |
| 30D | -9.6% | -5.0% | -4.6% | -3.8% |
| 3M | -23.0% | -4.9% | -18.1% | -18.1% |
| 6M | -24.9% | -1.5% | -23.4% | -23.4% |
| YTD | -22.7% | +8.5% | -31.2% | -29.4% |
| 1Y | -26.7% | +11.4% | -38.1% | -35.1% |
| 3Y | +12.9% | +70.1% | -57.2% | -41.3% |
| All | +12.9% | +69.7% | -56.9% | -41.3% |
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