-21.9%
AQMS vs VOO
+20.9%
-42.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.5% |
| 7D | +9.9% | +0.1% | +9.8% | +9.6% |
| 30D | +12.4% | +0.1% | +12.3% | +12.4% |
| 3M | -22.9% | +2.0% | -24.9% | -24.8% |
| 6M | -39.1% | +13.0% | -52.2% | -51.0% |
| YTD | -37.5% | +13.6% | -51.1% | -49.6% |
| 1Y | -21.9% | +20.1% | -42.0% | -42.1% |
| All | -21.9% | +20.9% | -42.8% | -42.1% |
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