+292.2%
QQQE price history and return analytics
+229.8%
+62.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.4% |
| 7D | -2.1% | -1.1% | -1.0% | -0.8% |
| 30D | -4.0% | -1.0% | -3.0% | -2.9% |
| 3M | +0.1% | +3.2% | -3.0% | -3.3% |
| 6M | +16.2% | +12.5% | +3.8% | +1.8% |
| YTD | +15.9% | +14.1% | +1.9% | -0.1% |
| 1Y | +20.1% | +18.9% | +1.2% | -1.2% |
| 3Y | +54.8% | +74.1% | -19.2% | -16.8% |
| 5Y | +46.5% | +66.9% | -20.4% | -16.7% |
| All | +292.2% | +229.8% | +62.5% | +12.3% |
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