-100.0%
BQ vs VOO
+146.5%
-246.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.7% |
| 7D | +2.1% | +2.6% | -0.4% | -0.3% |
| 30D | -35.9% | -2.0% | -33.9% | -34.6% |
| 3M | -65.3% | -2.8% | -62.6% | -64.4% |
| 6M | -51.1% | +2.2% | -53.2% | -52.2% |
| YTD | -78.8% | +11.5% | -90.3% | -81.0% |
| 1Y | -79.7% | +13.5% | -93.2% | -82.0% |
| 3Y | -98.4% | +78.1% | -176.5% | -99.1% |
| 5Y | -99.9% | +73.1% | -173.0% | -99.9% |
| All | -100.0% | +146.5% | -246.5% | -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 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