+123.4%
VRT vs QQQM
+26.6%
+96.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.0% |
| 7D | +9.1% | +0.4% | +8.8% | +8.4% |
| 30D | +0.9% | +0.2% | +0.7% | +0.6% |
| 3M | -13.4% | -2.8% | -10.6% | -6.8% |
| 6M | +11.7% | +18.1% | -6.4% | -19.9% |
| YTD | +73.2% | +17.4% | +55.9% | +26.2% |
| 1Y | +123.4% | +25.7% | +97.8% | +30.5% |
| All | +123.4% | +26.6% | +96.8% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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