-99.7%
AQMS vs VOO
+75.1%
-174.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.9% |
| 7D | +15.4% | -0.9% | +16.4% | +17.2% |
| 30D | -28.6% | -2.3% | -26.3% | -26.4% |
| 3M | -46.2% | -1.2% | -45.0% | -45.2% |
| 6M | -71.1% | +3.3% | -74.4% | -72.1% |
| YTD | -70.4% | +12.3% | -82.7% | -74.1% |
| 1Y | -78.4% | +12.5% | -90.9% | -81.0% |
| 3Y | -99.2% | +79.2% | -178.4% | -99.6% |
| 5Y | -99.7% | +75.7% | -175.3% | -99.8% |
| All | -99.7% | +75.1% | -174.8% | -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 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