+42.5%
QQQE vs VT
+59.8%
-17.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +0.9% |
| 7D | +0.3% | -0.7% | +1.0% | +1.2% |
| 30D | -2.7% | -1.7% | -0.9% | -0.5% |
| 3M | -3.7% | -2.3% | -1.4% | -0.9% |
| 6M | +3.4% | +1.5% | +1.9% | +1.7% |
| YTD | +15.6% | +12.0% | +3.5% | +0.8% |
| 1Y | +15.7% | +12.9% | +2.8% | 0.0% |
| 3Y | +59.7% | +74.9% | -15.2% | -19.4% |
| 5Y | +42.5% | +59.9% | -17.4% | -18.4% |
| All | +42.5% | +59.8% | -17.3% | -18.4% |
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