+58.2%
QQQI vs VIAV
+289.8%
-231.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.7% | +0.4% |
| 7D | -0.3% | +11.2% | -11.5% | -1.7% |
| 30D | -0.3% | -10.1% | +9.8% | +0.8% |
| 3M | +1.3% | -22.9% | +24.2% | +3.6% |
| 6M | +11.5% | +28.8% | -17.3% | +6.0% |
| YTD | +11.3% | +117.5% | -106.2% | -2.5% |
| 1Y | +16.9% | +216.1% | -199.2% | -4.0% |
| All | +58.2% | +289.8% | -231.6% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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