+29.6%
PQDI vs VOO
+165.7%
-136.1%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.2% |
| 7D | -0.1% | -0.9% | +0.8% | 0.0% |
| 30D | +0.5% | -2.3% | +2.9% | +0.8% |
| 3M | -1.8% | -1.2% | -0.7% | -1.7% |
| 6M | -1.5% | +3.3% | -4.9% | -2.0% |
| YTD | -0.1% | +12.3% | -12.4% | -1.7% |
| 1Y | +0.9% | +12.5% | -11.6% | -0.8% |
| 3Y | +25.0% | +79.2% | -54.2% | +15.2% |
| 5Y | +14.6% | +75.7% | -61.0% | +5.4% |
| All | +29.6% | +165.7% | -136.1% | +9.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling