-6.4%
QCMU vs VOO
+27.2%
-33.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.8% | +5.2% | +2.6% |
| 7D | +15.9% | -0.8% | +16.7% | +19.3% |
| 30D | +23.7% | -1.1% | +24.8% | +29.0% |
| 3M | -25.8% | +3.9% | -29.6% | -34.4% |
| 6M | +43.3% | +13.6% | +29.6% | +3.0% |
| YTD | -14.9% | +12.7% | -27.6% | -36.2% |
| 1Y | -10.5% | +17.6% | -28.0% | -38.8% |
| All | -6.4% | +27.2% | -33.6% | -45.2% |
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