+5.0%
QQQI vs VTEB
+1.1%
+3.9%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -4.2% | +1.0% | -5.3% | -5.1% |
| 30D | -11.6% | +4.9% | -16.5% | -16.4% |
| 3M | -6.4% | 0.0% | -6.4% | -2.7% |
| 6M | -4.7% | -0.3% | -4.5% | -0.1% |
| YTD | +3.3% | +0.7% | +2.6% | +6.1% |
| 1Y | +5.0% | +1.1% | +3.9% | +7.4% |
| All | +5.0% | +1.1% | +3.9% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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