+83.3%
QQQ vs V
+77.7%
+5.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.6% |
| 7D | +3.6% | +0.9% | +2.7% | +3.3% |
| 30D | -6.7% | +9.0% | -15.7% | -9.3% |
| 3M | -7.0% | +16.7% | -23.7% | -11.7% |
| 6M | -4.7% | +33.4% | -38.1% | -14.3% |
| YTD | +11.1% | +22.4% | -11.3% | +3.6% |
| 1Y | +12.3% | +27.7% | -15.4% | +2.4% |
| 3Y | +83.3% | +78.0% | +5.3% | +37.0% |
| All | +83.3% | +77.7% | +5.6% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling