+29.2%
QQQG vs VT
+39.0%
-9.9%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.6% | +2.2% | +1.1% |
| 7D | -4.4% | +0.4% | -4.8% | -4.6% |
| 30D | -17.8% | -2.6% | -15.2% | -14.3% |
| 3M | -12.3% | -3.2% | -9.0% | -7.7% |
| 6M | -7.3% | +0.9% | -8.2% | -7.5% |
| YTD | +11.0% | +11.3% | -0.3% | -2.5% |
| 1Y | +12.3% | +14.0% | -1.7% | -4.4% |
| All | +29.2% | +39.0% | -9.9% | -15.5% |
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