+2.1%
QQQI vs VIVK
-100.0%
+102.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -23.3% | +17.7% | -5.6% |
| 7D | -8.5% | -75.3% | +66.8% | -8.2% |
| 30D | -12.7% | -92.3% | +79.6% | -12.3% |
| 3M | -7.7% | -98.3% | +90.6% | -7.1% |
| 6M | -4.6% | -99.9% | +95.3% | -3.3% |
| YTD | +2.1% | -99.9% | +102.0% | +3.1% |
| 1Y | +2.1% | -100.0% | +102.1% | +9.1% |
| All | +2.1% | -100.0% | +102.1% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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