-17.1%
YQQQ price history and return analytics
+45.5%
-62.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | +0.7% |
| 7D | +0.9% | -1.1% | +2.0% | -0.1% |
| 30D | +1.8% | -1.0% | +2.8% | +0.9% |
| 3M | +3.5% | +3.2% | +0.3% | +6.8% |
| 6M | -9.5% | +12.5% | -21.9% | +1.6% |
| YTD | -4.0% | +14.1% | -18.1% | +9.3% |
| 1Y | -4.6% | +18.9% | -23.5% | +13.2% |
| All | -17.1% | +45.5% | -62.6% | +21.4% |
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 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