+88.4%
CQQQ vs VT
+411.5%
-323.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.5% | -0.5% |
| 7D | +6.4% | -2.3% | +8.7% | +9.0% |
| 30D | -9.6% | -5.0% | -4.6% | -4.4% |
| 3M | -23.0% | -4.9% | -18.1% | -18.7% |
| 6M | -24.9% | -1.5% | -23.4% | -23.5% |
| YTD | -22.7% | +8.5% | -31.2% | -28.7% |
| 1Y | -26.7% | +11.4% | -38.1% | -34.3% |
| 3Y | +12.9% | +70.1% | -57.2% | -35.4% |
| 5Y | -39.2% | +53.7% | -93.0% | -60.8% |
| 10Y | +12.2% | +220.0% | -207.8% | -66.1% |
| All | +88.4% | +411.5% | -323.1% | -63.5% |
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