+505.7%
QCOM vs VOO
+777.9%
-272.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.1% |
| 7D | +0.4% | -2.7% | +3.1% | +4.4% |
| 30D | -6.6% | -5.4% | -1.2% | +1.0% |
| 3M | +3.7% | -4.1% | +7.8% | +10.4% |
| 6M | -13.3% | +0.7% | -14.1% | -12.4% |
| YTD | -1.8% | +8.7% | -10.5% | -9.6% |
| 1Y | -2.5% | +11.0% | -13.5% | -12.4% |
| 3Y | +47.0% | +75.5% | -28.5% | -22.5% |
| 5Y | +13.1% | +68.4% | -55.2% | -35.3% |
| 10Y | +224.7% | +315.7% | -91.0% | -28.7% |
| All | +505.7% | +777.9% | -272.2% | -36.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling