-98.4%
BQ vs VOO
+79.1%
-177.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.1% |
| 7D | -6.3% | +3.3% | -9.5% | -8.1% |
| 30D | -39.1% | -2.7% | -36.4% | -38.0% |
| 3M | -65.9% | -1.7% | -64.1% | -65.5% |
| 6M | -47.6% | +3.1% | -50.7% | -48.6% |
| YTD | -79.3% | +11.9% | -91.3% | -80.6% |
| 1Y | -80.5% | +12.1% | -92.5% | -81.7% |
| All | -98.4% | +79.1% | -177.6% | -96.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling