-37.9%
AQMS vs VOO
+18.2%
-56.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.2% | +2.5% |
| 7D | -23.0% | -0.8% | -22.2% | -21.7% |
| 30D | -14.1% | -1.1% | -13.1% | -12.2% |
| 3M | -16.6% | +3.9% | -20.5% | -21.7% |
| 6M | -51.9% | +13.6% | -65.5% | -61.6% |
| YTD | -51.9% | +12.7% | -64.6% | -60.8% |
| 1Y | -37.9% | +17.6% | -55.5% | -55.2% |
| All | -37.9% | +18.2% | -56.1% | -55.2% |
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