+58.2%
QQQI vs VFC
-18.6%
+76.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.4% | -3.5% | +0.4% |
| 7D | -0.3% | -1.4% | +1.0% | -0.2% |
| 30D | -0.3% | -9.0% | +8.7% | +0.8% |
| 3M | +1.3% | -24.2% | +25.5% | +4.4% |
| 6M | +11.5% | -18.5% | +30.0% | +13.5% |
| YTD | +11.3% | -25.9% | +37.2% | +14.4% |
| 1Y | +16.9% | -13.0% | +29.9% | +17.3% |
| All | +58.2% | -18.6% | +76.8% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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