+21.7%
VZ vs QQQM
+10.7%
+11.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.2% |
| 7D | +0.9% | +6.2% | -5.3% | +3.4% |
| 30D | +6.9% | -7.4% | +14.4% | +3.4% |
| 3M | +0.6% | -4.8% | +5.4% | -1.4% |
| 6M | +0.3% | -2.4% | +2.8% | -0.1% |
| YTD | +21.9% | +12.4% | +9.4% | +27.7% |
| 1Y | +21.7% | +11.4% | +10.3% | +27.2% |
| All | +21.7% | +10.7% | +11.0% | +27.2% |
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