-99.5%
AQMS vs VOO
+81.6%
-181.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.5% | -0.5% | -18.0% | -17.9% |
| 7D | -15.9% | -0.4% | -15.5% | -15.4% |
| 30D | -11.9% | -1.4% | -10.5% | -10.2% |
| 3M | -27.6% | +3.7% | -31.3% | -30.9% |
| 6M | -50.9% | +13.0% | -64.0% | -57.5% |
| YTD | -49.9% | +12.4% | -62.3% | -56.2% |
| 1Y | -33.6% | +18.6% | -52.2% | -45.9% |
| 3Y | -98.9% | +78.1% | -176.9% | -99.5% |
| 5Y | -99.5% | +82.3% | -181.7% | -99.7% |
| All | -99.5% | +81.6% | -181.0% | -99.7% |
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