+152.0%
QQQM vs VTV
+135.9%
+16.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.1% |
| 7D | -0.6% | -1.1% | +0.5% | +0.6% |
| 30D | -1.2% | -1.0% | -0.2% | -0.1% |
| 3M | -0.1% | +4.6% | -4.7% | -4.7% |
| 6M | +18.0% | +13.5% | +4.4% | +3.5% |
| YTD | +16.7% | +18.5% | -1.8% | -2.2% |
| 1Y | +23.0% | +22.9% | +0.2% | -0.8% |
| 3Y | +93.3% | +67.8% | +25.5% | +13.1% |
| 5Y | +96.3% | +81.8% | +14.4% | +9.6% |
| All | +152.0% | +135.9% | +16.1% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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