+36.4%
QQQM vs VG
-35.7%
+72.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.1% | -0.4% |
| 7D | +1.0% | +3.8% | -2.8% | +0.9% |
| 30D | -0.6% | +7.2% | -7.9% | -1.0% |
| 3M | +1.3% | +22.8% | -21.5% | +0.1% |
| 6M | +18.2% | +33.2% | -15.0% | +14.4% |
| YTD | +16.9% | +124.8% | -107.9% | +6.4% |
| 1Y | +24.0% | +15.8% | +8.2% | +20.6% |
| All | +36.4% | -35.7% | +72.0% | +30.4% |
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