-46.0%
QQQD price history and return analytics
+52.7%
-98.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | +0.5% |
| 7D | -0.4% | -1.1% | +0.7% | -2.0% |
| 30D | -2.6% | -1.0% | -1.6% | -3.9% |
| 3M | -6.8% | +3.2% | -9.9% | -1.9% |
| 6M | -10.6% | +12.5% | -23.1% | +8.0% |
| YTD | -4.7% | +14.1% | -18.7% | +18.1% |
| 1Y | -11.2% | +18.9% | -30.1% | +18.2% |
| All | -46.0% | +52.7% | -98.7% | +15.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling