+70.5%
QQQJ price history and return analytics
+110.6%
-40.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | +0.1% |
| 7D | -3.5% | -2.0% | -1.5% | -1.1% |
| 30D | -5.3% | -1.4% | -3.9% | -3.6% |
| 3M | +2.4% | +4.7% | -2.4% | -3.4% |
| 6M | +17.9% | +11.4% | +6.6% | +3.2% |
| YTD | +19.0% | +13.1% | +5.9% | +2.2% |
| 1Y | +25.0% | +19.0% | +5.9% | +0.8% |
| 3Y | +75.4% | +73.9% | +1.5% | -12.0% |
| 5Y | +31.9% | +65.4% | -33.5% | -28.6% |
| All | +70.5% | +110.6% | -40.0% | -28.4% |
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 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