+22.7%
QQQM vs VG
+17.2%
+5.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.4% | -1.0% |
| 7D | -1.3% | +7.0% | -8.3% | -1.0% |
| 30D | -1.4% | +17.2% | -18.6% | -0.9% |
| 3M | +2.2% | +16.8% | -14.6% | +2.9% |
| 6M | +16.9% | +36.3% | -19.5% | +16.3% |
| YTD | +15.7% | +127.9% | -112.2% | +10.7% |
| 1Y | +22.7% | +11.7% | +11.0% | +24.3% |
| All | +22.7% | +17.2% | +5.4% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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