+58.2%
QQQI vs VICR
+415.9%
-357.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +11.2% | -10.3% | -0.3% |
| 7D | -0.3% | +5.0% | -5.3% | -0.9% |
| 30D | -0.3% | -12.5% | +12.2% | +0.8% |
| 3M | +1.3% | -33.6% | +34.9% | +4.7% |
| 6M | +11.5% | +10.7% | +0.8% | +7.4% |
| YTD | +11.3% | +80.6% | -69.3% | +1.1% |
| 1Y | +16.9% | +288.4% | -271.5% | -3.6% |
| All | +58.2% | +415.9% | -357.7% | +23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling