+4.5%
QQQM vs VTRS
+88.0%
-83.5%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.3% | -5.0% | -6.2% |
| 7D | -9.4% | -1.2% | -8.2% | -9.3% |
| 30D | -14.7% | +8.2% | -22.8% | -15.3% |
| 3M | -9.6% | +8.3% | -17.8% | -10.3% |
| 6M | -4.7% | +24.1% | -28.7% | -7.5% |
| YTD | +5.9% | +56.0% | -50.1% | -0.9% |
| 1Y | +4.5% | +82.7% | -78.2% | -4.4% |
| All | +4.5% | +88.0% | -83.5% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling