+76.4%
QQQJ vs VT
+114.8%
-38.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.9% | +0.4% | -1.3% | -1.4% |
| 30D | 0.0% | +1.0% | -1.0% | -1.2% |
| 3M | -0.6% | +2.4% | -3.0% | -3.5% |
| 6M | +20.3% | +12.0% | +8.3% | +4.5% |
| YTD | +23.0% | +15.3% | +7.7% | +3.1% |
| 1Y | +30.7% | +22.6% | +8.1% | +1.6% |
| 3Y | +75.6% | +74.7% | +0.9% | -12.4% |
| 5Y | +33.5% | +66.1% | -32.6% | -28.2% |
| All | +76.4% | +114.8% | -38.4% | -27.8% |
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 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