+89.6%
VRT vs QQQM
+23.2%
+66.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +1.8% |
| 7D | -8.4% | -0.6% | -7.8% | -7.2% |
| 30D | -10.9% | -1.2% | -9.6% | -8.3% |
| 3M | -13.7% | -0.1% | -13.6% | -11.9% |
| 6M | -4.1% | +18.0% | -22.1% | -31.3% |
| YTD | +58.7% | +16.7% | +42.0% | +16.9% |
| 1Y | +89.6% | +23.0% | +66.6% | +15.3% |
| All | +89.6% | +23.2% | +66.4% | +15.3% |
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