-44.1%
VG vs QQQI
+23.5%
-67.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.9% |
| 7D | +15.1% | +5.6% | +9.5% | +10.9% |
| 30D | -4.2% | -6.5% | +2.3% | +0.2% |
| 3M | -3.1% | -3.4% | +0.3% | -1.3% |
| 6M | +0.3% | -1.6% | +2.0% | -1.2% |
| YTD | +95.5% | +7.8% | +87.6% | +67.4% |
| 1Y | +64.4% | +8.1% | +56.4% | +40.5% |
| All | -44.1% | +23.5% | -67.6% | -51.4% |
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