+95.0%
QQQM vs VST
+784.8%
-689.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.4% |
| 7D | +1.5% | +9.9% | -8.4% | -0.4% |
| 30D | -0.7% | +7.9% | -8.6% | -2.2% |
| 3M | +0.4% | +3.4% | -3.0% | -0.6% |
| 6M | +20.1% | -4.1% | +24.2% | +19.9% |
| YTD | +17.2% | -5.7% | +22.9% | +16.7% |
| 1Y | +24.7% | -18.9% | +43.6% | +27.3% |
| 3Y | +96.6% | +359.1% | -262.5% | +18.6% |
| 5Y | +95.0% | +766.9% | -671.8% | -0.6% |
| All | +95.0% | +784.8% | -689.8% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 5y: compounded portfolio wealth divided by compounded VST 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…
5y analysis · Full analysis span regression · 6 months rolling