+6.1%
AQB vs VOO
+18.2%
-12.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.1% | +0.8% | +14.2% | +14.5% |
| 7D | +6.1% | -0.8% | +6.9% | +6.7% |
| 30D | -11.6% | -1.1% | -10.5% | -10.9% |
| 3M | +25.9% | +3.9% | +22.0% | +23.1% |
| 6M | +30.5% | +13.6% | +16.8% | +17.2% |
| YTD | +31.2% | +12.7% | +18.5% | +18.0% |
| 1Y | +6.1% | +17.6% | -11.5% | -13.2% |
| All | +6.1% | +18.2% | -12.1% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling