+95.2%
QQQM vs VCIT
+3.3%
+91.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | +1.0% | -0.2% | +1.2% | +1.2% |
| 30D | -0.6% | -0.5% | -0.1% | 0.0% |
| 3M | +1.3% | -0.9% | +2.2% | +2.4% |
| 6M | +18.2% | -1.9% | +20.1% | +21.0% |
| YTD | +16.9% | -1.0% | +17.9% | +18.4% |
| 1Y | +24.0% | +0.2% | +23.8% | +24.0% |
| 3Y | +96.0% | +19.0% | +77.0% | +61.1% |
| 5Y | +95.2% | +3.1% | +92.1% | +74.8% |
| All | +95.2% | +3.3% | +91.9% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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