+152.0%
QQQM vs VO
+89.7%
+62.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.1% |
| 7D | -0.6% | -1.5% | +1.0% | +1.1% |
| 30D | -1.2% | -3.0% | +1.8% | +2.1% |
| 3M | -0.1% | +2.8% | -2.9% | -2.9% |
| 6M | +18.0% | +10.9% | +7.0% | +5.9% |
| YTD | +16.7% | +12.5% | +4.2% | +3.2% |
| 1Y | +23.0% | +12.0% | +11.1% | +9.3% |
| 3Y | +93.3% | +56.3% | +37.1% | +20.7% |
| 5Y | +96.3% | +42.9% | +53.3% | +34.8% |
| All | +152.0% | +89.7% | +62.4% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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