+58.2%
QQQI vs VLTO
+22.4%
+35.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | -0.3% | -2.3% | +1.9% | +0.2% |
| 30D | -0.3% | -2.7% | +2.4% | +0.3% |
| 3M | +1.3% | +14.0% | -12.7% | -3.0% |
| 6M | +11.5% | +3.3% | +8.2% | +10.0% |
| YTD | +11.3% | -5.4% | +16.7% | +13.1% |
| 1Y | +16.9% | -13.3% | +30.2% | +22.7% |
| All | +58.2% | +22.4% | +35.8% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling