-99.9%
AQMS vs VOO
+309.6%
-409.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -3.9% |
| 7D | +4.4% | +2.6% | +1.8% | +1.3% |
| 30D | -24.5% | -2.0% | -22.5% | -22.4% |
| 3M | -53.7% | -2.8% | -50.9% | -51.7% |
| 6M | -73.9% | +2.2% | -76.0% | -74.5% |
| YTD | -72.7% | +11.5% | -84.2% | -76.1% |
| 1Y | -80.4% | +13.5% | -93.9% | -83.2% |
| 3Y | -99.2% | +78.1% | -177.3% | -99.7% |
| 5Y | -99.7% | +73.1% | -172.8% | -99.9% |
| All | -99.9% | +309.6% | -409.6% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling