+31.2%
QQQM vs VG
-44.1%
+75.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -0.5% |
| 7D | +6.2% | +15.1% | -8.9% | +5.6% |
| 30D | -7.4% | -4.2% | -3.2% | -7.4% |
| 3M | -4.8% | -3.1% | -1.7% | -4.8% |
| 6M | -2.4% | +0.3% | -2.8% | -3.0% |
| YTD | +12.4% | +95.5% | -83.0% | +2.8% |
| 1Y | +11.4% | +64.4% | -53.1% | +3.6% |
| All | +31.2% | -44.1% | +75.2% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling