-99.9%
BQ vs VOO
+149.1%
-249.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.6% |
| 7D | -4.0% | -0.8% | -3.3% | -3.3% |
| 30D | -30.6% | -1.1% | -29.5% | -29.8% |
| 3M | -29.4% | +3.9% | -33.3% | -32.2% |
| 6M | -32.8% | +13.6% | -46.4% | -40.7% |
| YTD | -57.9% | +12.7% | -70.6% | -62.5% |
| 1Y | -76.7% | +17.6% | -94.3% | -80.2% |
| 3Y | -97.6% | +77.3% | -174.9% | -98.7% |
| 5Y | -99.8% | +84.1% | -184.0% | -99.9% |
| All | -99.9% | +149.1% | -249.1% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling