+916.4%
VRT vs QQQM
+92.2%
+824.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -3.8% |
| 7D | -7.7% | -1.3% | -6.4% | -5.6% |
| 30D | -12.0% | -1.4% | -10.6% | -9.6% |
| 3M | -11.7% | +2.2% | -13.8% | -13.1% |
| 6M | -8.1% | +16.9% | -25.0% | -27.6% |
| YTD | +53.2% | +15.7% | +37.6% | +23.7% |
| 1Y | +81.7% | +22.7% | +59.0% | +35.2% |
| 3Y | +535.3% | +93.9% | +441.4% | +163.2% |
| 5Y | +916.4% | +94.6% | +821.8% | +314.9% |
| All | +916.4% | +92.2% | +824.2% | +314.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling