+135.0%
IVV vs QQQM
+149.8%
-14.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +0.2% |
| 7D | -2.0% | -1.3% | -0.8% | -1.1% |
| 30D | -1.6% | -1.4% | -0.3% | -0.7% |
| 3M | +4.8% | +2.2% | +2.6% | +2.8% |
| 6M | +12.6% | +16.9% | -4.3% | +0.3% |
| YTD | +11.8% | +15.7% | -3.9% | +0.3% |
| 1Y | +17.6% | +22.7% | -5.1% | +1.0% |
| 3Y | +77.0% | +93.9% | -16.9% | +9.6% |
| 5Y | +82.6% | +94.6% | -12.0% | +9.8% |
| All | +135.0% | +149.8% | -14.7% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 10y: compounded portfolio wealth divided by compounded QQQM 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…
10y analysis · Full analysis span regression · 6 months rolling