+19.7%
VZ vs QQQM
+153.4%
-133.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | +7.9% | +0.2% | +7.7% | +7.9% |
| 3M | +13.6% | -2.8% | +16.4% | +13.8% |
| 6M | +1.1% | +18.1% | -17.0% | +0.1% |
| YTD | +29.3% | +17.4% | +11.9% | +27.9% |
| 1Y | +21.2% | +25.7% | -4.4% | +19.2% |
| 3Y | +75.9% | +94.1% | -18.2% | +62.6% |
| 5Y | +24.1% | +94.9% | -70.8% | +9.5% |
| All | +19.7% | +153.4% | -133.7% | +5.7% |
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 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