+153.5%
QQQM vs VCIT
+5.0%
+148.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.4% | -0.3% | +0.7% | +0.8% |
| 30D | +0.2% | -0.8% | +1.0% | +1.2% |
| 3M | -2.8% | -1.0% | -1.8% | -1.5% |
| 6M | +18.1% | -1.8% | +19.9% | +20.9% |
| YTD | +17.4% | -0.7% | +18.1% | +18.5% |
| 1Y | +25.7% | +1.0% | +24.7% | +24.5% |
| 3Y | +94.1% | +18.8% | +75.3% | +57.5% |
| 5Y | +94.9% | +3.5% | +91.4% | +94.9% |
| All | +153.5% | +5.0% | +148.5% | +140.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling