+2.1%
QQQI vs VICR
+52.1%
-50.0%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -15.1% | +9.4% | -4.0% |
| 7D | -8.5% | -34.6% | +26.1% | -4.4% |
| 30D | -12.7% | -54.9% | +42.2% | -5.7% |
| 3M | -7.7% | -38.3% | +30.6% | -4.2% |
| 6M | -4.6% | -49.2% | +44.6% | -0.2% |
| YTD | +2.1% | +23.3% | -21.2% | -6.7% |
| 1Y | +2.1% | +42.4% | -40.3% | -10.4% |
| All | +2.1% | +52.1% | -50.0% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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