+58.2%
QQQI vs VMC
+12.7%
+45.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.7% |
| 7D | -0.3% | -3.8% | +3.4% | +0.6% |
| 30D | -0.3% | -9.7% | +9.4% | +2.2% |
| 3M | +1.3% | -9.6% | +11.0% | +3.5% |
| 6M | +11.5% | -4.8% | +16.3% | +11.7% |
| YTD | +11.3% | -10.9% | +22.2% | +12.7% |
| 1Y | +16.9% | -15.6% | +32.5% | +20.4% |
| All | +58.2% | +12.7% | +45.5% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 5y: compounded portfolio wealth divided by compounded VMC 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…
5y analysis · Full analysis span regression · 6 months rolling