+58.2%
QQQI vs VEEV
+22.6%
+35.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.8% |
| 7D | -0.3% | -4.6% | +4.3% | +0.2% |
| 30D | -0.3% | +8.6% | -8.9% | -1.4% |
| 3M | +1.3% | +62.4% | -61.1% | -4.8% |
| 6M | +11.5% | +40.3% | -28.8% | +6.8% |
| YTD | +11.3% | +17.5% | -6.3% | +9.5% |
| 1Y | +16.9% | -6.1% | +23.0% | +19.2% |
| All | +58.2% | +22.6% | +35.6% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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