+93.9%
QQQ vs VUG
+74.2%
+19.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.5% | -0.5% |
| 7D | -1.3% | -1.9% | +0.6% | +0.6% |
| 30D | -1.4% | -1.6% | +0.2% | +0.2% |
| 3M | +2.3% | +4.4% | -2.1% | -1.9% |
| 6M | +16.9% | +13.2% | +3.7% | +3.4% |
| YTD | +15.6% | +7.5% | +8.1% | +7.7% |
| 1Y | +22.6% | +12.5% | +10.1% | +9.2% |
| 3Y | +93.5% | +86.0% | +7.6% | +4.3% |
| 5Y | +93.9% | +76.5% | +17.4% | +10.1% |
| All | +93.9% | +74.2% | +19.7% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling