+58.2%
QQQI vs VTRS
+56.1%
+2.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -0.3% | -2.2% | +1.8% | 0.0% |
| 30D | -0.3% | +3.3% | -3.6% | -0.8% |
| 3M | +1.3% | +2.0% | -0.6% | +0.8% |
| 6M | +11.5% | +19.9% | -8.5% | +7.5% |
| YTD | +11.3% | +35.7% | -24.5% | +4.9% |
| 1Y | +16.9% | +68.1% | -51.2% | +6.0% |
| All | +58.2% | +56.1% | +2.1% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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