-20.9%
VST vs QQQI
+19.4%
-40.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.3% |
| 7D | +8.9% | +0.4% | +8.5% | +8.4% |
| 30D | +6.2% | +1.0% | +5.2% | +5.0% |
| 3M | -2.7% | -1.2% | -1.5% | -1.5% |
| 6M | -8.4% | +11.6% | -20.0% | -21.8% |
| YTD | -7.2% | +11.7% | -18.9% | -20.6% |
| 1Y | -20.9% | +18.7% | -39.6% | -44.0% |
| All | -20.9% | +19.4% | -40.2% | -44.0% |
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 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