+56.8%
VT vs QQQI
+51.0%
+5.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +0.2% |
| 7D | +0.4% | -0.1% | +0.4% | +0.4% |
| 30D | -2.6% | -8.3% | +5.7% | +3.9% |
| 3M | -3.2% | -4.3% | +1.1% | -0.1% |
| 6M | +0.9% | -3.1% | +4.1% | +3.0% |
| YTD | +11.3% | +6.6% | +4.8% | +5.3% |
| 1Y | +14.0% | +8.6% | +5.4% | +6.2% |
| All | +56.8% | +51.0% | +5.8% | +14.4% |
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 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