+48.0%
KQQQ vs VT
+45.1%
+2.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.1% |
| 7D | +1.9% | +1.0% | +0.9% | +0.6% |
| 30D | -1.4% | -0.2% | -1.2% | -1.1% |
| 3M | -0.8% | +4.5% | -5.3% | -6.2% |
| 6M | +20.9% | +14.1% | +6.9% | +2.5% |
| YTD | +13.8% | +14.8% | -0.9% | -4.4% |
| 1Y | +19.0% | +21.2% | -2.2% | -6.9% |
| All | +48.0% | +45.1% | +2.9% | -8.8% |
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 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