+1,874.3%
QQQ vs VTI
+946.7%
+927.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.4% |
| 7D | -1.3% | -2.0% | +0.8% | +1.0% |
| 30D | -1.4% | -1.9% | +0.6% | +0.8% |
| 3M | +2.3% | +4.5% | -2.3% | -2.3% |
| 6M | +16.9% | +12.6% | +4.3% | +3.1% |
| YTD | +15.6% | +12.0% | +3.6% | +2.6% |
| 1Y | +22.6% | +17.3% | +5.3% | +3.5% |
| 3Y | +93.5% | +75.3% | +18.2% | +6.4% |
| 5Y | +93.9% | +74.0% | +19.9% | +9.2% |
| 10Y | +564.6% | +300.0% | +264.5% | +53.9% |
| All | +1,874.3% | +946.7% | +927.5% | +79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling