+1,880.2%
QQQ vs V
+2,773.8%
-893.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | +0.4% | -1.7% | +2.1% | +1.2% |
| 30D | +0.2% | +2.0% | -1.7% | -0.9% |
| 3M | -2.8% | +17.4% | -20.2% | -10.7% |
| 6M | +18.0% | +17.5% | +0.5% | +7.8% |
| YTD | +17.3% | +7.6% | +9.7% | +11.7% |
| 1Y | +25.6% | +7.7% | +17.9% | +19.0% |
| 3Y | +93.7% | +54.7% | +39.1% | +51.9% |
| 5Y | +94.2% | +73.0% | +21.1% | +42.7% |
| 10Y | +557.9% | +390.9% | +167.0% | +199.6% |
| All | +1,880.2% | +2,773.8% | -893.6% | +311.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling