VFV + QQQT

The chart shows the growth of an initial investment of $10,000 in VFV + QQQT, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Jun 9, 2025, VFV + QQQT's average daily return is +0.11%, while the average monthly return is +2.22%. At this rate, an investment would double in approximately 2.6 years.

Historically, 69% of months were positive and 31% were negative. The best month was Apr 2026 with a return of +13.6%, while the worst month was Mar 2026 at -5.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, VFV + QQQT closed higher 59% of trading days. The best single day was Mar 31, 2026 with a return of +3.3%, while the worst single day was Oct 10, 2025 at -3.0%.

VFV + QQQT has an annualized alpha of 8.03%, beta of 1.09, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since June 09, 2025.

• This portfolio captured 143.38% of S&P 500 Index gains and 101.83% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This portfolio generated an annualized alpha of 8.03% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.09 and R2 of 0.92, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

VFV + QQQT has an expense ratio of 0.12%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

VFV + QQQT ranks 58 for risk / return — on par with similar Portfolios. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below presents risk-adjusted performance metrics for VFV + QQQT and compares them with S&P 500 Index.

There isn't enough data available to calculate the Sharpe ratio for VFV + QQQT. This metric is based on the past 12 months of trading data. Please check back later for updated information.

VFV + QQQT provided a 0.73% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the VFV + QQQT. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the VFV + QQQT was 10.88%, occurring on Mar 30, 2026. Recovery took 11 trading sessions.

The current VFV + QQQT drawdown is 0.75%.

The chart below shows the rolling one-month volatility.