+152.5%
QQQM price history and return analytics
+112.4%
+40.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.5% |
| 7D | +1.0% | -0.1% | +1.1% | +1.2% |
| 30D | -0.6% | -0.7% | 0.0% | +0.2% |
| 3M | +1.3% | +4.0% | -2.7% | -3.4% |
| 6M | +18.2% | +12.3% | +5.9% | +2.3% |
| YTD | +16.9% | +14.0% | +2.9% | -0.7% |
| 1Y | +24.0% | +20.3% | +3.7% | -1.5% |
| 3Y | +96.0% | +75.4% | +20.6% | -2.7% |
| 5Y | +95.2% | +66.0% | +29.2% | +5.0% |
| All | +152.5% | +112.4% | +40.2% | +3.8% |
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