+16.8%
VRTX vs QQQI
+57.7%
-40.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.2% | -1.4% |
| 7D | -6.4% | +0.8% | -7.2% | -6.7% |
| 30D | -0.5% | +0.2% | -0.7% | -0.6% |
| 3M | +16.9% | +2.3% | +14.6% | +15.6% |
| 6M | +13.1% | +11.6% | +1.5% | +7.5% |
| YTD | +14.9% | +11.3% | +3.6% | +9.4% |
| 1Y | +31.4% | +17.4% | +14.0% | +22.4% |
| All | +16.8% | +57.7% | -40.9% | -3.6% |
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