+232.8%
VST vs QQQI
+52.8%
+180.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +1.2% |
| 7D | +19.2% | +5.6% | +13.5% | +8.8% |
| 30D | -17.2% | -6.5% | -10.7% | -6.9% |
| 3M | -8.1% | -3.4% | -4.8% | -2.4% |
| 6M | -8.1% | -1.6% | -6.5% | -6.4% |
| YTD | -16.3% | +7.8% | -24.1% | -28.2% |
| 1Y | -24.1% | +8.1% | -32.2% | -35.2% |
| All | +232.8% | +52.8% | +180.0% | +73.3% |
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