+62.3%
MQQQ vs VT
+34.9%
+27.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.3% |
| 7D | -10.1% | -2.3% | -7.8% | -3.7% |
| 30D | -26.0% | -5.0% | -21.1% | -14.3% |
| 3M | -18.0% | -4.9% | -13.1% | -4.9% |
| 6M | -16.1% | -1.5% | -14.6% | -9.4% |
| YTD | +3.0% | +8.5% | -5.5% | -12.8% |
| 1Y | +3.2% | +11.4% | -8.2% | -18.2% |
| All | +62.3% | +34.9% | +27.4% | -21.4% |
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