+558.6%
QQQ vs VTI
+305.0%
+253.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -0.1% |
| 7D | -0.6% | -0.9% | +0.3% | +0.5% |
| 30D | -1.2% | -1.4% | +0.2% | +0.4% |
| 3M | -0.2% | +3.6% | -3.8% | -3.9% |
| 6M | +17.9% | +13.6% | +4.3% | +2.5% |
| YTD | +16.6% | +12.9% | +3.7% | +2.2% |
| 1Y | +23.0% | +17.2% | +5.8% | +3.4% |
| 3Y | +92.9% | +75.7% | +17.3% | +3.9% |
| 5Y | +95.6% | +75.4% | +20.2% | +7.0% |
| All | +558.6% | +305.0% | +253.5% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling