+126.1%
CQQQ vs VT
+443.9%
-317.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.5% | +0.4% | -1.9% | -2.0% |
| 30D | -7.3% | +1.0% | -8.3% | -8.3% |
| 3M | -10.4% | +2.4% | -12.8% | -12.6% |
| 6M | -2.6% | +12.0% | -14.6% | -13.5% |
| YTD | -7.3% | +15.3% | -22.6% | -20.0% |
| 1Y | -1.8% | +22.6% | -24.4% | -20.5% |
| 3Y | +22.0% | +74.7% | -52.7% | -32.2% |
| 5Y | -31.0% | +66.1% | -97.1% | -59.0% |
| 10Y | +29.3% | +225.0% | -195.7% | -61.5% |
| All | +126.1% | +443.9% | -317.8% | -59.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling