+91.6%
QQQM vs VUG
+84.5%
+7.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.5% | -0.5% |
| 7D | -1.3% | -1.9% | +0.6% | +0.6% |
| 30D | -1.4% | -1.6% | +0.2% | +0.2% |
| 3M | +2.2% | +4.4% | -2.2% | -2.0% |
| 6M | +16.9% | +13.2% | +3.7% | +3.6% |
| YTD | +15.7% | +7.5% | +8.2% | +7.9% |
| 1Y | +22.7% | +12.5% | +10.2% | +9.4% |
| All | +91.6% | +84.5% | +7.1% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 3y: compounded portfolio wealth divided by compounded VUG 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…
3y analysis · Full analysis span regression · 6 months rolling