+11.3%
QQQP vs VT
+11.9%
-0.6%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -1.9% |
| 7D | +8.0% | +2.4% | +5.7% | +2.0% |
| 30D | -14.0% | -1.5% | -12.5% | -9.2% |
| 3M | -15.8% | -4.1% | -11.7% | -4.7% |
| 6M | -13.6% | +0.6% | -14.2% | -11.3% |
| YTD | +9.8% | +11.0% | -1.2% | -9.5% |
| 1Y | +11.3% | +13.3% | -2.1% | -12.9% |
| All | +11.3% | +11.9% | -0.6% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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