+58.2%
QQQI vs VSXY
+188.2%
-130.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.7% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | -0.3% | -18.7% | +18.4% | +1.1% |
| 3M | +1.3% | -4.0% | +5.3% | +1.3% |
| 6M | +11.5% | +67.5% | -56.0% | +5.7% |
| YTD | +11.3% | +39.7% | -28.4% | +6.7% |
| 1Y | +16.9% | +180.0% | -163.1% | +4.8% |
| All | +58.2% | +188.2% | -130.0% | +36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling