+152.0%
QQQM vs VTI
+127.0%
+25.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -0.1% |
| 7D | -0.6% | -0.9% | +0.3% | +0.5% |
| 30D | -1.2% | -1.4% | +0.2% | +0.6% |
| 3M | -0.1% | +3.6% | -3.7% | -4.1% |
| 6M | +18.0% | +13.6% | +4.4% | +1.5% |
| YTD | +16.7% | +12.9% | +3.8% | +1.2% |
| 1Y | +23.0% | +17.2% | +5.8% | +2.1% |
| 3Y | +93.3% | +75.7% | +17.7% | -1.0% |
| 5Y | +96.3% | +75.4% | +20.8% | +2.1% |
| All | +152.0% | +127.0% | +25.0% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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