+66.2%
QQQA price history and return analytics
+74.9%
-8.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | +0.3% |
| 7D | +0.2% | -2.0% | +2.2% | +3.0% |
| 30D | -6.4% | -1.4% | -5.0% | -4.5% |
| 3M | -8.8% | +4.7% | -13.5% | -13.8% |
| 6M | +29.0% | +11.4% | +17.7% | +13.3% |
| YTD | +35.5% | +13.1% | +22.4% | +16.9% |
| 1Y | +48.9% | +19.0% | +29.8% | +20.6% |
| 3Y | +93.4% | +73.9% | +19.5% | -0.3% |
| 5Y | +50.2% | +65.4% | -15.2% | -14.0% |
| All | +66.2% | +74.9% | -8.8% | -10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling