+64.6%
VUG vs QQQI
+57.7%
+6.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.1% |
| 7D | -0.5% | -0.3% | -0.1% | -0.1% |
| 30D | -1.0% | -0.3% | -0.7% | -0.6% |
| 3M | +3.5% | +1.3% | +2.2% | +1.8% |
| 6M | +14.2% | +11.5% | +2.7% | +0.5% |
| YTD | +8.5% | +11.3% | -2.8% | -4.3% |
| 1Y | +12.9% | +16.9% | -4.0% | -5.9% |
| All | +64.6% | +57.7% | +6.9% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling