-99.7%
AQMS vs VOO
+340.1%
-439.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.2% | +4.3% |
| 7D | +9.9% | +0.1% | +9.8% | +9.7% |
| 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% | -47.6% |
| YTD | -37.5% | +13.6% | -51.1% | -46.3% |
| 1Y | -21.9% | +20.1% | -42.0% | -37.9% |
| 3Y | -98.7% | +77.6% | -176.2% | -99.4% |
| 5Y | -99.4% | +82.4% | -181.8% | -99.7% |
| 10Y | -99.8% | +316.8% | -416.7% | -100.0% |
| All | -99.7% | +340.1% | -439.8% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling