+58.1%
QQQE vs VT
+76.6%
-18.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | -0.1% | +1.0% | -1.1% | -1.2% |
| 30D | -1.8% | -0.2% | -1.6% | -1.5% |
| 3M | +2.0% | +4.5% | -2.6% | -3.0% |
| 6M | +17.8% | +14.1% | +3.7% | +1.5% |
| YTD | +17.4% | +14.8% | +2.7% | +0.4% |
| 1Y | +22.6% | +21.2% | +1.4% | -1.6% |
| 3Y | +58.1% | +76.6% | -18.5% | -18.3% |
| All | +58.1% | +76.6% | -18.5% | -18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling