+274.8%
VST vs QQQI
+58.1%
+216.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.8% |
| 7D | +9.9% | +1.3% | +8.6% | +7.4% |
| 30D | +7.9% | +0.2% | +7.7% | +7.5% |
| 3M | +3.4% | +1.5% | +1.9% | -0.1% |
| 6M | -4.1% | +13.2% | -17.3% | -25.0% |
| YTD | -5.7% | +11.6% | -17.3% | -23.9% |
| 1Y | -18.9% | +18.0% | -36.9% | -41.3% |
| All | +274.8% | +58.1% | +216.7% | +83.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling