+100.5%
QQQM vs VLTO
+23.4%
+77.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.3% | -0.7% |
| 7D | -1.3% | -4.5% | +3.3% | 0.0% |
| 30D | -1.4% | -4.6% | +3.3% | -0.2% |
| 3M | +2.2% | +13.3% | -11.1% | -2.2% |
| 6M | +16.9% | +2.1% | +14.8% | +15.7% |
| YTD | +15.7% | -6.1% | +21.7% | +17.6% |
| 1Y | +22.7% | -11.4% | +34.1% | +27.2% |
| All | +100.5% | +23.4% | +77.1% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling