+365.4%
VRT vs QQQI
+57.7%
+307.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.4% | -9.0% |
| 7D | +2.4% | +0.8% | +1.6% | +0.6% |
| 30D | -2.7% | +0.2% | -2.8% | -2.7% |
| 3M | -9.2% | +2.3% | -11.5% | -12.3% |
| 6M | -0.5% | +11.6% | -12.1% | -21.6% |
| YTD | +62.3% | +11.3% | +51.0% | +29.8% |
| 1Y | +109.6% | +17.4% | +92.1% | +50.0% |
| All | +365.4% | +57.7% | +307.7% | +95.0% |
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