-98.8%
AQB vs VOO
+80.3%
-179.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | -10.2% | -2.0% | -8.2% | -8.5% |
| 30D | -28.9% | -1.7% | -27.2% | -27.7% |
| 3M | +8.5% | +4.7% | +3.8% | +3.7% |
| 6M | +13.5% | +12.6% | +0.9% | +1.0% |
| YTD | +14.0% | +11.8% | +2.2% | +2.0% |
| 1Y | -7.8% | +17.5% | -25.4% | -21.4% |
| 3Y | -77.4% | +77.0% | -154.4% | -88.0% |
| 5Y | -98.8% | +82.6% | -181.4% | -99.3% |
| All | -98.8% | +80.3% | -179.1% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling