+149.1%
QQQU vs VT
+54.5%
+94.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | +0.5% |
| 7D | +2.6% | +1.0% | +1.6% | -0.1% |
| 30D | -0.2% | -0.2% | 0.0% | +0.5% |
| 3M | +5.1% | +4.5% | +0.5% | -6.8% |
| 6M | +22.3% | +14.1% | +8.2% | -15.4% |
| YTD | +3.1% | +14.8% | -11.6% | -30.1% |
| 1Y | +21.1% | +21.2% | -0.1% | -29.8% |
| All | +149.1% | +54.5% | +94.7% | -22.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling