+1,374.0%
VRT vs QQQM
+152.5%
+1,221.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.3% | -9.3% | -9.2% |
| 7D | +2.4% | +1.0% | +1.4% | +0.9% |
| 30D | -2.7% | -0.6% | -2.0% | -1.5% |
| 3M | -9.2% | +1.3% | -10.5% | -9.4% |
| 6M | -0.5% | +18.2% | -18.7% | -21.4% |
| YTD | +62.3% | +16.9% | +45.4% | +31.3% |
| 1Y | +109.6% | +24.0% | +85.5% | +57.3% |
| 3Y | +573.1% | +96.0% | +477.0% | +199.3% |
| 5Y | +953.6% | +95.2% | +858.4% | +355.4% |
| All | +1,374.0% | +152.5% | +1,221.5% | +454.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling