+78.7%
QDEC vs VOO
+122.7%
-44.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | -0.8% | -0.6% | -0.2% | -0.3% |
| 30D | -4.8% | -3.6% | -1.1% | -1.9% |
| 3M | -1.6% | -2.7% | +1.2% | +0.6% |
| 6M | +0.7% | +2.2% | -1.5% | -1.1% |
| YTD | +8.8% | +10.9% | -2.1% | 0.0% |
| 1Y | +11.2% | +11.3% | -0.1% | +1.9% |
| 3Y | +52.4% | +76.9% | -24.5% | -5.4% |
| 5Y | +54.8% | +73.5% | -18.7% | -4.7% |
| All | +78.7% | +122.7% | -44.0% | -8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling