+2.1%
QQQI vs VRSN
+31.3%
-29.3%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.9% | -3.8% | -5.7% |
| 7D | -8.5% | +2.0% | -10.5% | -8.4% |
| 30D | -12.7% | +6.5% | -19.2% | -12.4% |
| 3M | -7.7% | +6.7% | -14.4% | -7.3% |
| 6M | -4.6% | +13.8% | -18.4% | -3.7% |
| YTD | +2.1% | +29.6% | -27.6% | +3.4% |
| 1Y | +2.1% | +29.5% | -27.4% | +3.3% |
| All | +2.1% | +31.3% | -29.3% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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