+584.6%
QQQE vs VT
+345.6%
+239.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +1.0% |
| 7D | +0.3% | -0.7% | +1.0% | +1.1% |
| 30D | -2.7% | -1.7% | -0.9% | -0.7% |
| 3M | -3.7% | -2.3% | -1.4% | -1.1% |
| 6M | +3.4% | +1.5% | +1.9% | +1.9% |
| YTD | +15.6% | +12.0% | +3.5% | +2.3% |
| 1Y | +15.7% | +12.9% | +2.8% | +1.6% |
| 3Y | +59.7% | +74.9% | -15.2% | -12.1% |
| 5Y | +42.5% | +59.9% | -17.4% | -12.8% |
| 10Y | +287.9% | +224.6% | +63.3% | +19.2% |
| All | +584.6% | +345.6% | +239.0% | +59.3% |
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 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