+31.6%
PQDI vs VOO
+165.9%
-134.4%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | -0.4% | -1.4% | +0.9% | -0.2% |
| 3M | +0.4% | +3.7% | -3.4% | -0.1% |
| 6M | +0.6% | +13.0% | -12.4% | -1.0% |
| YTD | +1.5% | +12.4% | -11.0% | -0.2% |
| 1Y | +3.6% | +18.6% | -15.0% | +1.2% |
| 3Y | +27.4% | +78.1% | -50.6% | +17.6% |
| 5Y | +15.4% | +82.3% | -66.9% | +5.6% |
| All | +31.6% | +165.9% | -134.4% | +11.2% |
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 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