+5.5%
AQST vs VOO
+20.9%
-15.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +6.4% | +0.1% | +6.3% | +6.2% |
| 30D | +42.2% | +0.1% | +42.2% | +42.0% |
| 3M | +29.0% | +2.0% | +27.0% | +26.3% |
| 6M | +22.2% | +13.0% | +9.2% | +8.0% |
| YTD | -17.3% | +13.6% | -30.9% | -27.6% |
| 1Y | +5.5% | +20.1% | -14.5% | -17.6% |
| All | +5.5% | +20.9% | -15.4% | -17.6% |
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