+10.6%
VGT vs QQQI
+2.7%
+7.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.7% | -1.7% | +0.5% |
| 7D | -12.4% | -8.5% | -3.9% | -0.9% |
| 30D | -17.5% | -12.7% | -4.8% | -0.3% |
| 3M | -10.5% | -7.7% | -2.8% | +0.2% |
| 6M | +0.5% | -4.6% | +5.1% | +7.9% |
| YTD | +14.0% | +2.1% | +11.9% | +11.8% |
| 1Y | +10.6% | +2.1% | +8.5% | +8.7% |
| All | +10.6% | +2.7% | +7.9% | +8.7% |
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