+80.1%
QQQP price history and return analytics
+38.9%
+41.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.9% |
| 7D | +2.9% | +1.0% | +1.9% | +0.2% |
| 30D | -2.2% | -0.2% | -1.9% | -1.4% |
| 3M | -1.9% | +4.5% | -6.5% | -11.3% |
| 6M | +32.3% | +14.1% | +18.2% | -3.9% |
| YTD | +24.7% | +14.8% | +10.0% | -10.7% |
| 1Y | +37.5% | +21.2% | +16.3% | -14.3% |
| All | +80.1% | +38.9% | +41.2% | -20.2% |
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