+58.2%
QQQI vs VTR
+101.5%
-43.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -0.3% | -0.3% | 0.0% | -0.3% |
| 30D | -0.3% | +1.1% | -1.4% | -0.3% |
| 3M | +1.3% | +7.9% | -6.6% | +0.6% |
| 6M | +11.5% | +6.2% | +5.3% | +11.0% |
| YTD | +11.3% | +17.7% | -6.4% | +9.6% |
| 1Y | +16.9% | +32.9% | -16.0% | +13.3% |
| All | +58.2% | +101.5% | -43.3% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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