+56.8%
QQQI vs VRSN
+44.9%
+11.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -1.0% | -1.5% | +0.5% | -0.9% |
| 30D | -0.6% | +0.7% | -1.3% | -0.7% |
| 3M | +3.4% | +0.6% | +2.8% | +3.4% |
| 6M | +10.6% | +21.7% | -11.1% | +6.9% |
| YTD | +10.3% | +20.0% | -9.7% | +6.8% |
| 1Y | +16.3% | +3.2% | +13.2% | +16.4% |
| All | +56.8% | +44.9% | +11.9% | +43.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling