+93.9%
QQQ vs VIG
+61.5%
+32.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | -1.3% | -2.2% | +1.0% | +1.7% |
| 30D | -1.4% | -3.2% | +1.9% | +2.9% |
| 3M | +2.3% | +3.0% | -0.8% | -1.7% |
| 6M | +16.9% | +8.1% | +8.8% | +5.6% |
| YTD | +15.6% | +9.1% | +6.6% | +3.2% |
| 1Y | +22.6% | +12.6% | +10.1% | +5.0% |
| 3Y | +93.5% | +55.4% | +38.2% | +8.2% |
| 5Y | +93.9% | +62.8% | +31.1% | +3.9% |
| All | +93.9% | +61.5% | +32.5% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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