+15.5%
VRTX vs QQQI
+57.7%
-42.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -5.6% | -0.3% | -5.3% | -5.5% |
| 30D | -2.0% | -0.3% | -1.7% | -1.9% |
| 3M | +15.8% | +1.3% | +14.5% | +14.9% |
| 6M | +4.7% | +11.5% | -6.8% | -0.4% |
| YTD | +13.7% | +11.3% | +2.4% | +8.2% |
| 1Y | +29.7% | +16.9% | +12.8% | +21.0% |
| All | +15.5% | +57.7% | -42.1% | -4.7% |
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 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