+58.9%
CQP vs VOO
+77.0%
-18.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.1% | +2.9% |
| 7D | -1.8% | -0.4% | -1.5% | -1.7% |
| 30D | +3.9% | -1.4% | +5.3% | +4.5% |
| 3M | +8.4% | +3.7% | +4.7% | +6.5% |
| 6M | +13.3% | +13.0% | +0.2% | +6.6% |
| YTD | +36.0% | +12.4% | +23.6% | +28.1% |
| 1Y | +38.3% | +18.6% | +19.7% | +26.0% |
| All | +58.9% | +77.0% | -18.1% | +23.4% |
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