+10.1%
AQST vs VOO
+82.8%
-72.7%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.1% | -5.3% |
| 7D | -10.5% | -0.8% | -9.7% | -9.6% |
| 30D | +13.0% | -1.1% | +14.1% | +14.5% |
| 3M | +13.5% | +3.9% | +9.7% | +7.3% |
| 6M | +11.9% | +13.6% | -1.7% | -5.7% |
| YTD | -26.0% | +12.7% | -38.7% | -37.3% |
| 1Y | -3.4% | +17.6% | -21.0% | -22.8% |
| 3Y | +204.5% | +77.3% | +127.1% | +47.1% |
| All | +10.1% | +82.8% | -72.7% | -48.8% |
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