+2.1%
QQQI vs VCLT
-3.5%
+5.5%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.1% | -5.7% | -5.7% |
| 7D | -8.5% | +0.3% | -8.8% | -8.7% |
| 30D | -12.7% | +3.6% | -16.3% | -15.1% |
| 3M | -7.7% | -1.9% | -5.8% | -5.9% |
| 6M | -4.6% | -3.2% | -1.4% | -1.7% |
| YTD | +2.1% | -3.1% | +5.1% | +4.4% |
| 1Y | +2.1% | -3.1% | +5.1% | +4.4% |
| All | +2.1% | -3.5% | +5.5% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling