+37.3%
GQQQ vs VT
+34.7%
+2.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | -0.1% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | -7.3% | -2.6% | -4.7% | -4.1% |
| 3M | -5.7% | -3.2% | -2.5% | -1.8% |
| 6M | -2.8% | +0.9% | -3.8% | -3.7% |
| YTD | +14.0% | +11.3% | +2.7% | +0.4% |
| 1Y | +14.9% | +14.0% | +0.9% | -1.7% |
| All | +37.3% | +34.7% | +2.6% | -3.8% |
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