+47.7%
QQQG vs VT
+43.3%
+4.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.2% |
| 7D | +1.1% | +1.0% | +0.1% | -0.3% |
| 30D | +0.4% | -0.2% | +0.6% | +0.7% |
| 3M | +0.8% | +4.5% | -3.8% | -4.8% |
| 6M | +33.9% | +14.1% | +19.9% | +12.9% |
| YTD | +26.9% | +14.8% | +12.2% | +6.3% |
| 1Y | +32.8% | +21.2% | +11.6% | +3.6% |
| All | +47.7% | +43.3% | +4.4% | -7.8% |
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