-17.4%
YQQQ vs VT
+45.4%
-62.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | -0.3% |
| 7D | -0.2% | -0.1% | 0.0% | -0.3% |
| 30D | +1.6% | -0.7% | +2.2% | +1.0% |
| 3M | +2.0% | +4.0% | -2.0% | +6.1% |
| 6M | -9.6% | +12.3% | -21.8% | +1.4% |
| YTD | -4.4% | +14.0% | -18.4% | +8.8% |
| 1Y | -5.4% | +20.3% | -25.7% | +13.4% |
| All | -17.4% | +45.4% | -62.9% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling