+152.5%
QQQM vs LVS
+1.4%
+151.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.1% |
| 7D | +1.0% | -2.7% | +3.7% | +1.6% |
| 30D | -0.6% | -4.7% | +4.1% | +0.3% |
| 3M | +1.3% | -15.6% | +16.9% | +4.9% |
| 6M | +18.2% | -18.6% | +36.8% | +23.1% |
| YTD | +16.9% | -32.3% | +49.2% | +26.4% |
| 1Y | +24.0% | -18.0% | +42.1% | +27.7% |
| 3Y | +96.0% | -5.8% | +101.9% | +90.0% |
| 5Y | +95.2% | +5.7% | +89.5% | +76.0% |
| All | +152.5% | +1.4% | +151.1% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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