-33.0%
CQQQ vs VT
+65.7%
-98.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.5% |
| 7D | -2.8% | -0.1% | -2.7% | -2.6% |
| 30D | -11.5% | -0.7% | -10.8% | -10.7% |
| 3M | -9.5% | +4.0% | -13.5% | -13.7% |
| 6M | -6.8% | +12.3% | -19.1% | -18.9% |
| YTD | -10.0% | +14.0% | -24.0% | -22.9% |
| 1Y | -8.2% | +20.3% | -28.5% | -26.2% |
| 3Y | +26.3% | +75.4% | -49.2% | -36.2% |
| 5Y | -33.0% | +66.0% | -99.0% | -62.9% |
| All | -33.0% | +65.7% | -98.7% | -62.9% |
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