-40.1%
QBY vs VOO
+13.6%
-53.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -2.3% |
| 7D | -0.4% | -0.8% | +0.3% | +0.4% |
| 30D | -8.4% | -1.1% | -7.3% | -7.4% |
| 3M | -14.7% | +3.9% | -18.6% | -18.4% |
| 6M | -20.8% | +13.6% | -34.4% | -31.9% |
| YTD | -38.4% | +12.7% | -51.1% | -46.0% |
| All | -40.1% | +13.6% | -53.7% | -48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling