+79.5%
QDEC vs VOO
+123.5%
-44.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.3% | +0.8% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -4.3% | -3.3% | -1.0% | -1.7% |
| 3M | -1.2% | -2.4% | +1.2% | +0.8% |
| 6M | +1.2% | +2.6% | -1.4% | -0.9% |
| YTD | +9.3% | +11.3% | -2.0% | +0.2% |
| 1Y | +13.0% | +13.4% | -0.5% | +1.9% |
| 3Y | +53.6% | +80.3% | -26.7% | -6.1% |
| 5Y | +54.9% | +72.7% | -17.8% | -4.4% |
| All | +79.5% | +123.5% | -44.0% | -8.5% |
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