-33.5%
VG vs QQQI
+27.5%
-61.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.3% |
| 7D | +9.6% | -0.3% | +9.9% | +9.8% |
| 30D | +15.2% | -0.3% | +15.4% | +15.2% |
| 3M | +24.1% | +1.3% | +22.7% | +21.1% |
| 6M | +27.2% | +11.5% | +15.7% | +7.6% |
| YTD | +132.3% | +11.3% | +121.0% | +95.6% |
| 1Y | +15.7% | +16.9% | -1.2% | -9.5% |
| All | -33.5% | +27.5% | -61.0% | -43.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling