+25.7%
QQQM vs VFC
-6.8%
+32.5%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.1% |
| 7D | +0.4% | -1.6% | +2.0% | +0.6% |
| 30D | +0.2% | -11.6% | +11.9% | +1.8% |
| 3M | -2.8% | -18.1% | +15.3% | -0.7% |
| 6M | +18.1% | -27.4% | +45.4% | +21.7% |
| YTD | +17.4% | -24.8% | +42.2% | +20.6% |
| 1Y | +25.7% | -8.2% | +33.9% | +25.3% |
| All | +25.7% | -6.8% | +32.5% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling