+78.6%
MQQQ vs VT
+38.5%
+40.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +1.0% |
| 7D | +13.2% | +2.9% | +10.4% | +5.2% |
| 30D | -15.4% | -2.5% | -12.9% | -8.3% |
| 3M | -11.7% | -3.3% | -8.4% | -1.8% |
| 6M | -10.5% | +1.5% | -12.0% | -10.7% |
| YTD | +13.3% | +11.4% | +1.9% | -10.3% |
| 1Y | +10.2% | +11.9% | -1.7% | -13.5% |
| All | +78.6% | +38.5% | +40.1% | -19.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling