-97.6%
BQ vs VOO
+77.0%
-174.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.7% |
| 7D | -3.1% | -0.4% | -2.7% | -2.8% |
| 30D | +1.8% | -1.4% | +3.2% | +2.7% |
| 3M | +0.9% | +3.7% | -2.8% | -1.2% |
| 6M | -34.8% | +13.0% | -47.8% | -38.8% |
| YTD | -58.9% | +12.4% | -71.3% | -61.3% |
| 1Y | -74.9% | +18.6% | -93.5% | -77.0% |
| All | -97.6% | +77.0% | -174.6% | -96.8% |
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 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