+96.2%
QQQ vs V
+52.2%
+44.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.5% |
| 7D | +1.5% | -1.1% | +2.6% | +1.9% |
| 30D | -0.6% | +1.9% | -2.5% | -1.4% |
| 3M | +0.4% | +15.5% | -15.1% | -5.4% |
| 6M | +20.1% | +16.6% | +3.4% | +12.2% |
| YTD | +17.2% | +5.7% | +11.5% | +14.5% |
| 1Y | +24.7% | +8.6% | +16.1% | +19.9% |
| 3Y | +96.2% | +52.5% | +43.7% | +55.0% |
| All | +96.2% | +52.2% | +44.0% | +55.0% |
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