+25.6%
QQQ vs VUG
+15.8%
+9.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | +0.4% | -0.1% | +0.5% | +0.5% |
| 30D | +0.2% | -0.3% | +0.5% | +0.6% |
| 3M | -2.8% | -0.7% | -2.1% | -2.1% |
| 6M | +18.0% | +14.6% | +3.4% | +3.5% |
| YTD | +17.3% | +9.0% | +8.3% | +8.2% |
| 1Y | +25.6% | +14.9% | +10.7% | +11.2% |
| All | +25.6% | +15.8% | +9.8% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling