+57.4%
VZ vs QQQM
+83.8%
-26.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.6% |
| 7D | +1.5% | +3.6% | -2.1% | +2.1% |
| 30D | +4.4% | -6.7% | +11.1% | +3.2% |
| 3M | -2.4% | -7.0% | +4.6% | -3.5% |
| 6M | +1.4% | -4.6% | +6.0% | +0.9% |
| YTD | +21.4% | +11.1% | +10.3% | +22.8% |
| 1Y | +20.3% | +12.3% | +8.0% | +21.8% |
| 3Y | +57.4% | +83.6% | -26.3% | +63.7% |
| All | +57.4% | +83.8% | -26.5% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling