+22.9%
QBUF vs VOO
+42.4%
-19.4%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -0.4% | -2.0% | +1.6% | +0.6% |
| 30D | -0.5% | -1.7% | +1.2% | +0.3% |
| 3M | 0.0% | +4.7% | -4.7% | -2.1% |
| 6M | +4.0% | +12.6% | -8.5% | -1.7% |
| YTD | +4.5% | +11.8% | -7.3% | -0.9% |
| 1Y | +7.7% | +17.5% | -9.8% | -0.4% |
| All | +22.9% | +42.4% | -19.4% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling