+192.6%
VLO vs QQQI
+56.3%
+136.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.5% |
| 7D | +4.0% | -1.0% | +5.0% | +4.5% |
| 30D | +19.0% | -0.6% | +19.6% | +19.3% |
| 3M | +50.0% | +3.4% | +46.6% | +46.9% |
| 6M | +79.1% | +10.6% | +68.5% | +68.3% |
| YTD | +140.3% | +10.3% | +130.0% | +125.7% |
| 1Y | +148.3% | +16.3% | +132.0% | +124.5% |
| All | +192.6% | +56.3% | +136.3% | +111.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling