+89.6%
VRT vs QQQI
+16.9%
+72.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +1.5% |
| 7D | -8.4% | -0.3% | -8.0% | -7.4% |
| 30D | -10.9% | -0.3% | -10.6% | -9.9% |
| 3M | -13.7% | +1.3% | -15.0% | -14.5% |
| 6M | -4.1% | +11.5% | -15.6% | -24.7% |
| YTD | +58.7% | +11.3% | +47.5% | +25.9% |
| 1Y | +89.6% | +16.9% | +72.7% | +19.4% |
| All | +89.6% | +16.9% | +72.7% | +19.4% |
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 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