+63.5%
VXUS vs QQQI
+57.7%
+5.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.4% |
| 7D | -1.4% | -0.3% | -1.1% | -1.2% |
| 30D | -0.5% | -0.3% | -0.2% | -0.3% |
| 3M | +2.6% | +1.3% | +1.2% | +1.6% |
| 6M | +10.9% | +11.5% | -0.6% | +3.3% |
| YTD | +16.1% | +11.3% | +4.9% | +8.4% |
| 1Y | +22.3% | +16.9% | +5.4% | +10.8% |
| All | +63.5% | +57.7% | +5.8% | +25.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling