+33.6%
QQQG vs VT
+40.0%
-6.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.8% | +2.3% |
| 7D | -0.5% | -0.7% | +0.2% | +0.9% |
| 30D | -13.2% | -1.7% | -11.4% | -10.6% |
| 3M | -10.0% | -2.3% | -7.6% | -6.5% |
| 6M | -5.1% | +1.5% | -6.7% | -6.1% |
| YTD | +14.8% | +12.0% | +2.8% | -0.1% |
| 1Y | +14.4% | +12.9% | +1.6% | -1.3% |
| All | +33.6% | +40.0% | -6.4% | -13.3% |
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