+12.9%
VZ vs QQQM
+142.8%
-130.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.9% | +6.2% | -5.3% | +0.8% |
| 30D | +6.9% | -7.4% | +14.4% | +7.1% |
| 3M | +0.6% | -4.8% | +5.4% | +0.7% |
| 6M | +0.3% | -2.4% | +2.8% | +0.2% |
| YTD | +21.9% | +12.4% | +9.4% | +20.6% |
| 1Y | +21.7% | +11.4% | +10.3% | +20.5% |
| 3Y | +58.5% | +85.4% | -26.9% | +46.7% |
| 5Y | +22.4% | +80.3% | -57.8% | +8.3% |
| All | +12.9% | +142.8% | -130.0% | -0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling