+78.4%
QQQP price history and return analytics
+38.1%
+40.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | -0.4% |
| 7D | -1.3% | -1.1% | -0.2% | +1.6% |
| 30D | -3.0% | -1.0% | -2.1% | -0.4% |
| 3M | -3.0% | +3.2% | -6.1% | -9.2% |
| 6M | +27.8% | +12.5% | +15.3% | -3.6% |
| YTD | +23.6% | +14.1% | +9.5% | -10.1% |
| 1Y | +33.7% | +18.9% | +14.8% | -12.3% |
| All | +78.4% | +38.1% | +40.4% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling