+51.8%
VG vs QQQI
+8.3%
+43.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +1.0% | -8.7% | -7.0% |
| 7D | -16.4% | -4.2% | -12.1% | -19.0% |
| 30D | -10.8% | -7.1% | -3.7% | -15.8% |
| 3M | -6.3% | -2.7% | -3.6% | -7.8% |
| 6M | -12.5% | +2.0% | -14.5% | -9.4% |
| YTD | +76.9% | +8.2% | +68.7% | +94.4% |
| 1Y | +51.8% | +8.9% | +42.9% | +65.1% |
| All | +51.8% | +8.3% | +43.5% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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