+152.0%
QQQM vs VRSN
+38.7%
+113.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.4% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | -1.2% | +3.8% | -5.0% | -2.8% |
| 3M | -0.1% | +5.0% | -5.1% | -2.8% |
| 6M | +18.0% | +24.9% | -6.9% | +4.8% |
| YTD | +16.7% | +21.6% | -4.9% | +4.4% |
| 1Y | +23.0% | +2.4% | +20.6% | +19.8% |
| 3Y | +93.3% | +47.3% | +46.0% | +49.2% |
| 5Y | +96.3% | +34.7% | +61.5% | +56.4% |
| All | +152.0% | +38.7% | +113.4% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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