+66.6%
QQQA vs VT
+76.5%
-9.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.0% |
| 7D | -0.4% | -1.1% | +0.7% | +1.1% |
| 30D | -6.6% | -1.0% | -5.6% | -5.3% |
| 3M | -14.4% | +3.2% | -17.5% | -17.5% |
| 6M | +28.5% | +12.5% | +16.0% | +11.3% |
| YTD | +35.8% | +14.1% | +21.8% | +15.8% |
| 1Y | +48.0% | +18.9% | +29.1% | +20.0% |
| 3Y | +91.3% | +74.1% | +17.2% | -1.6% |
| 5Y | +50.6% | +66.9% | -16.3% | -14.9% |
| All | +66.6% | +76.5% | -9.9% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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