+1,604.9%
QQQ vs VEA
+167.0%
+1,437.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.4% |
| 7D | +1.0% | +0.3% | +0.7% | +0.7% |
| 30D | -0.6% | +0.4% | -1.1% | -1.0% |
| 3M | +1.3% | +4.8% | -3.5% | -2.4% |
| 6M | +18.1% | +11.3% | +6.9% | +8.2% |
| YTD | +16.9% | +17.4% | -0.5% | +2.3% |
| 1Y | +24.0% | +26.2% | -2.2% | +2.4% |
| 3Y | +95.6% | +77.7% | +17.9% | +22.4% |
| 5Y | +94.5% | +60.9% | +33.6% | +32.9% |
| 10Y | +571.7% | +163.6% | +408.1% | +217.5% |
| All | +1,604.9% | +167.0% | +1,437.9% | +680.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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