+75.1%
QQQP price history and return analytics
+36.8%
+38.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | +0.1% |
| 7D | -2.7% | -2.0% | -0.7% | +2.5% |
| 30D | -3.4% | -1.4% | -1.9% | +0.5% |
| 3M | +0.4% | +4.7% | -4.4% | -9.6% |
| 6M | +25.6% | +11.4% | +14.3% | -2.8% |
| YTD | +21.3% | +13.1% | +8.2% | -9.7% |
| 1Y | +33.0% | +19.0% | +13.9% | -13.1% |
| All | +75.1% | +36.8% | +38.2% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling