+8.2%
QQQI vs VSXY
+207.0%
-198.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +8.4% | -7.4% | +0.6% |
| 7D | -4.2% | +14.2% | -18.5% | -4.8% |
| 30D | -7.1% | +21.9% | -28.9% | -7.9% |
| 3M | -2.7% | +22.1% | -24.8% | -3.7% |
| 6M | +2.0% | +116.7% | -114.7% | -2.3% |
| YTD | +8.2% | +101.1% | -92.9% | +3.1% |
| All | +8.2% | +207.0% | -198.8% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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