+58.2%
QQQI vs VTEB
+4.1%
+54.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.7% |
| 7D | -0.3% | -0.9% | +0.6% | +0.2% |
| 30D | -0.3% | -2.5% | +2.2% | +1.2% |
| 3M | +1.3% | -3.0% | +4.3% | +3.1% |
| 6M | +11.5% | -2.1% | +13.6% | +13.0% |
| YTD | +11.3% | -1.5% | +12.8% | +12.6% |
| 1Y | +16.9% | +0.2% | +16.7% | +17.7% |
| All | +58.2% | +4.1% | +54.1% | +55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling