-38.0%
VG vs QQQI
+27.8%
-65.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | -2.5% | +1.3% | -3.8% | -3.5% |
| 30D | +11.1% | +0.2% | +10.9% | +10.8% |
| 3M | +14.9% | +1.5% | +13.4% | +11.8% |
| 6M | +18.4% | +13.2% | +5.1% | -2.3% |
| YTD | +116.6% | +11.6% | +105.0% | +82.0% |
| 1Y | +9.4% | +18.0% | -8.6% | -15.6% |
| All | -38.0% | +27.8% | -65.8% | -47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling