+95.2%
QQQM vs ROIV
+319.8%
-224.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | +1.0% | +22.3% | -21.3% | -1.2% |
| 30D | -0.6% | +16.9% | -17.5% | -2.4% |
| 3M | +1.3% | +43.9% | -42.6% | -2.6% |
| 6M | +18.2% | +41.6% | -23.4% | +13.6% |
| YTD | +16.9% | +92.7% | -75.8% | +8.8% |
| 1Y | +24.0% | +210.2% | -186.1% | +9.9% |
| 3Y | +96.0% | +231.8% | -135.8% | +70.3% |
| 5Y | +95.2% | +319.8% | -224.6% | +48.9% |
| All | +95.2% | +319.8% | -224.6% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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