-43.9%
QQQD vs VT
+45.3%
-89.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.4% |
| 7D | +1.5% | -2.3% | +3.9% | -1.5% |
| 30D | +9.4% | -5.0% | +14.3% | +2.2% |
| 3M | +2.3% | -4.9% | +7.2% | -4.0% |
| 6M | +2.3% | -1.5% | +3.8% | +1.6% |
| YTD | -1.1% | +8.5% | -9.6% | +14.8% |
| 1Y | -1.8% | +11.4% | -13.2% | +19.1% |
| All | -43.9% | +45.3% | -89.2% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling