-45.7%
QQQD vs VT
+54.4%
-100.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | -0.4% | +0.4% | -0.9% | +0.2% |
| 30D | -1.0% | +1.0% | -1.9% | +0.5% |
| 3M | -0.2% | +2.4% | -2.6% | +4.0% |
| 6M | -10.1% | +12.0% | -22.1% | +7.9% |
| YTD | -4.3% | +15.3% | -19.6% | +20.6% |
| 1Y | -11.7% | +22.6% | -34.3% | +23.0% |
| All | -45.7% | +54.4% | -100.1% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling