+285.5%
FQAL vs VOO
+324.2%
-38.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +0.2% | +0.1% | +0.2% | +0.2% |
| 3M | +4.0% | +2.0% | +2.0% | +1.9% |
| 6M | +11.2% | +13.0% | -1.8% | -1.2% |
| YTD | +12.8% | +13.6% | -0.8% | -0.3% |
| 1Y | +17.5% | +20.1% | -2.6% | -1.5% |
| 3Y | +70.1% | +77.6% | -7.5% | -2.4% |
| 5Y | +70.7% | +82.4% | -11.8% | -4.7% |
| All | +285.5% | +324.2% | -38.7% | -3.2% |
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