-39.3%
QBY vs VOO
+12.6%
-51.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | +0.8% | -2.0% | +2.8% | +3.0% |
| 30D | -6.3% | -1.7% | -4.7% | -4.6% |
| 3M | -13.3% | +4.7% | -18.1% | -18.0% |
| 6M | -18.8% | +12.6% | -31.3% | -29.4% |
| YTD | -37.6% | +11.8% | -49.3% | -44.8% |
| All | -39.3% | +12.6% | -51.9% | -46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling