+152.5%
QQQM vs VUG
+125.0%
+27.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -0.6% | -1.7% | +1.0% | +1.1% |
| 3M | +1.3% | +2.8% | -1.5% | -1.4% |
| 6M | +18.2% | +13.6% | +4.6% | +4.2% |
| YTD | +16.9% | +8.1% | +8.8% | +8.3% |
| 1Y | +24.0% | +13.1% | +11.0% | +9.9% |
| 3Y | +96.0% | +87.0% | +9.1% | +4.8% |
| 5Y | +95.2% | +76.0% | +19.2% | +11.4% |
| All | +152.5% | +125.0% | +27.5% | +10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling