+2,296.6%
QQQ vs VNQ
+382.8%
+1,913.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | -1.3% | -2.6% | +1.4% | 0.0% |
| 30D | -1.4% | -2.3% | +1.0% | -0.3% |
| 3M | +2.3% | -2.8% | +5.1% | +3.4% |
| 6M | +16.9% | +2.5% | +14.4% | +15.0% |
| YTD | +15.6% | +8.4% | +7.2% | +10.7% |
| 1Y | +22.6% | +6.8% | +15.9% | +18.1% |
| 3Y | +93.5% | +29.9% | +63.6% | +68.5% |
| 5Y | +93.9% | +7.2% | +86.7% | +85.4% |
| 10Y | +564.6% | +62.5% | +502.0% | +418.3% |
| All | +2,296.6% | +382.8% | +1,913.8% | +900.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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