+58.2%
QQQI vs VYM
+54.0%
+4.2%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.2% |
| 7D | -0.3% | -0.8% | +0.5% | +0.4% |
| 30D | -0.3% | -2.2% | +2.0% | +1.9% |
| 3M | +1.3% | +3.1% | -1.7% | -1.5% |
| 6M | +11.5% | +9.7% | +1.8% | +2.0% |
| YTD | +11.3% | +14.9% | -3.6% | -2.6% |
| 1Y | +16.9% | +17.6% | -0.7% | 0.0% |
| All | +58.2% | +54.0% | +4.2% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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