+152.5%
QQQM vs VRSN
+36.0%
+116.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.9% |
| 7D | +1.0% | -1.0% | +2.1% | +1.4% |
| 30D | -0.6% | -1.9% | +1.3% | 0.0% |
| 3M | +1.3% | +1.4% | -0.1% | -0.1% |
| 6M | +18.2% | +19.0% | -0.9% | +7.3% |
| YTD | +16.9% | +19.2% | -2.3% | +5.4% |
| 1Y | +24.0% | +1.7% | +22.4% | +20.9% |
| 3Y | +96.0% | +41.4% | +54.6% | +54.6% |
| 5Y | +95.2% | +31.7% | +63.5% | +57.1% |
| All | +152.5% | +36.0% | +116.6% | +97.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling