+152.5%
QQQM vs VO
+89.9%
+62.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | +0.6% |
| 7D | +1.0% | -0.6% | +1.6% | +1.6% |
| 30D | -0.6% | -1.9% | +1.3% | +1.4% |
| 3M | +1.3% | +3.3% | -2.0% | -1.9% |
| 6M | +18.2% | +9.7% | +8.5% | +7.4% |
| YTD | +16.9% | +12.6% | +4.3% | +3.3% |
| 1Y | +24.0% | +13.6% | +10.4% | +8.4% |
| 3Y | +96.0% | +56.8% | +39.2% | +21.9% |
| 5Y | +95.2% | +42.3% | +52.9% | +34.6% |
| All | +152.5% | +89.9% | +62.6% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling