-70.2%
AQST vs VOO
+208.3%
-278.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.1% | -5.3% |
| 7D | -10.5% | -0.8% | -9.7% | -9.7% |
| 30D | +13.0% | -1.1% | +14.1% | +14.4% |
| 3M | +13.5% | +3.9% | +9.7% | +7.7% |
| 6M | +11.9% | +13.6% | -1.7% | -4.6% |
| YTD | -26.0% | +12.7% | -38.7% | -36.6% |
| 1Y | -3.4% | +17.6% | -21.0% | -21.5% |
| 3Y | +204.5% | +77.3% | +127.1% | +53.9% |
| 5Y | +7.9% | +84.1% | -76.2% | -47.4% |
| All | -70.2% | +208.3% | -278.5% | -91.1% |
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