-34.9%
VST vs QQQI
+8.3%
-43.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.0% | -14.8% | -15.0% |
| 7D | -15.7% | -4.2% | -11.5% | -11.3% |
| 30D | -17.0% | -7.1% | -9.9% | -9.2% |
| 3M | -15.9% | -2.7% | -13.2% | -12.6% |
| 6M | -25.0% | +2.0% | -27.0% | -27.2% |
| YTD | -25.1% | +8.2% | -33.3% | -32.0% |
| 1Y | -34.9% | +8.9% | -43.7% | -41.4% |
| All | -34.9% | +8.3% | -43.2% | -41.4% |
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