-99.8%
AQB vs VOO
+295.4%
-395.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.3% |
| 7D | -5.0% | +0.5% | -5.6% | -5.4% |
| 30D | -3.4% | -0.9% | -2.5% | -2.7% |
| 3M | +16.5% | +3.9% | +12.6% | +13.1% |
| 6M | +21.9% | +14.5% | +7.4% | +10.2% |
| YTD | +21.5% | +13.0% | +8.6% | +10.8% |
| 1Y | -9.6% | +19.4% | -29.0% | -20.7% |
| 3Y | -76.0% | +78.9% | -154.8% | -84.6% |
| 5Y | -98.7% | +82.3% | -181.0% | -99.2% |
| All | -99.8% | +295.4% | -395.2% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling