+4.1%
GQGU vs VOO
+23.0%
-19.0%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.3% |
| 7D | -1.4% | -2.0% | +0.6% | -1.5% |
| 30D | -3.0% | -1.7% | -1.3% | -3.1% |
| 3M | -1.4% | +4.7% | -6.2% | -0.9% |
| 6M | -3.3% | +12.6% | -15.8% | -2.4% |
| YTD | +5.3% | +11.8% | -6.5% | +6.1% |
| 1Y | +4.5% | +17.5% | -13.0% | +4.9% |
| All | +4.1% | +23.0% | -19.0% | +3.4% |
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 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