+49.9%
GQI vs VOO
+70.5%
-20.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.1% |
| 7D | -0.7% | -0.8% | +0.1% | -0.1% |
| 30D | +0.3% | -1.1% | +1.4% | +1.2% |
| 3M | +5.2% | +3.9% | +1.3% | +1.9% |
| 6M | +10.9% | +13.6% | -2.7% | -0.2% |
| YTD | +12.1% | +12.7% | -0.6% | +1.4% |
| 1Y | +18.6% | +17.6% | +1.0% | +3.6% |
| All | +49.9% | +70.5% | -20.7% | -3.0% |
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