+152.0%
QQQM vs VIG
+98.2%
+53.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | 0.0% |
| 7D | -0.6% | -1.1% | +0.5% | +0.8% |
| 30D | -1.2% | -2.7% | +1.5% | +2.3% |
| 3M | -0.1% | +2.5% | -2.6% | -3.2% |
| 6M | +18.0% | +9.2% | +8.7% | +5.7% |
| YTD | +16.7% | +9.8% | +6.9% | +3.8% |
| 1Y | +23.0% | +12.4% | +10.7% | +6.3% |
| 3Y | +93.3% | +55.9% | +37.4% | +11.2% |
| 5Y | +96.3% | +63.9% | +32.3% | +7.6% |
| All | +152.0% | +98.2% | +53.8% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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