+150.0%
QQQU vs VT
+53.5%
+96.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +2.2% |
| 7D | +1.4% | -0.1% | +1.6% | +1.9% |
| 30D | +0.1% | -0.7% | +0.7% | +2.1% |
| 3M | +8.2% | +4.0% | +4.2% | -2.6% |
| 6M | +20.1% | +12.3% | +7.8% | -13.0% |
| YTD | +3.5% | +14.0% | -10.6% | -28.6% |
| 1Y | +19.4% | +20.3% | -0.9% | -29.3% |
| All | +150.0% | +53.5% | +96.5% | -20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling