+152.5%
QQQM vs VCLT
-13.0%
+165.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | -0.6% | +0.1% | -0.7% | -0.7% |
| 3M | +1.3% | -2.9% | +4.2% | +3.2% |
| 6M | +18.2% | -4.0% | +22.1% | +21.2% |
| YTD | +16.9% | -2.2% | +19.2% | +18.7% |
| 1Y | +24.0% | -2.6% | +26.6% | +26.1% |
| 3Y | +96.0% | +12.3% | +83.7% | +81.3% |
| 5Y | +95.2% | -16.4% | +111.6% | +115.0% |
| All | +152.5% | -13.0% | +165.5% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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