+95.1%
QQQ vs V
+67.0%
+28.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.8% |
| 7D | +1.5% | -1.1% | +2.6% | +2.0% |
| 30D | -0.6% | +1.9% | -2.5% | -1.7% |
| 3M | +0.4% | +15.5% | -15.1% | -7.4% |
| 6M | +20.1% | +16.6% | +3.4% | +9.4% |
| YTD | +17.2% | +5.7% | +11.5% | +12.6% |
| 1Y | +24.7% | +8.6% | +16.1% | +17.5% |
| 3Y | +96.2% | +52.5% | +43.7% | +47.9% |
| All | +95.1% | +67.0% | +28.1% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling