-35.7%
VG vs QQQI
+27.5%
-63.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +4.0% |
| 7D | +3.8% | +0.8% | +3.0% | +3.1% |
| 30D | +7.2% | +0.2% | +7.1% | +7.0% |
| 3M | +22.8% | +2.3% | +20.4% | +18.3% |
| 6M | +33.2% | +11.6% | +21.6% | +12.6% |
| YTD | +124.8% | +11.3% | +113.5% | +89.2% |
| 1Y | +15.8% | +17.4% | -1.6% | -10.1% |
| All | -35.7% | +27.5% | -63.2% | -45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling