+38.4%
QQQT vs VT
+48.4%
-10.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | +1.1% | +1.0% | +0.1% | -0.2% |
| 30D | -0.6% | -0.2% | -0.3% | -0.3% |
| 3M | +0.6% | +4.5% | -4.0% | -4.5% |
| 6M | +19.4% | +14.1% | +5.4% | +2.1% |
| YTD | +16.1% | +14.8% | +1.4% | -1.6% |
| 1Y | +20.8% | +21.2% | -0.4% | -4.4% |
| All | +38.4% | +48.4% | -10.0% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling