+534.7%
QQQ vs V
+458.1%
+76.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.0% |
| 7D | +3.6% | +0.9% | +2.7% | +3.1% |
| 30D | -6.7% | +9.0% | -15.7% | -11.5% |
| 3M | -7.0% | +16.7% | -23.7% | -15.5% |
| 6M | -4.7% | +33.4% | -38.1% | -20.7% |
| YTD | +11.1% | +22.4% | -11.3% | -3.3% |
| 1Y | +12.3% | +27.7% | -15.4% | -5.1% |
| 3Y | +83.3% | +78.0% | +5.3% | +23.2% |
| 5Y | +77.5% | +108.5% | -31.0% | +6.4% |
| All | +534.7% | +458.1% | +76.6% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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