+81.5%
QDEC vs VOO
+125.6%
-44.1%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +0.5% |
| 7D | +0.1% | -0.9% | +1.0% | +0.8% |
| 30D | -3.1% | -2.3% | -0.8% | -1.2% |
| 3M | 0.0% | -1.2% | +1.1% | +0.9% |
| 6M | +2.3% | +3.3% | -1.1% | -0.5% |
| YTD | +10.5% | +12.3% | -1.8% | +0.5% |
| 1Y | +13.3% | +12.5% | +0.8% | +2.9% |
| 3Y | +54.7% | +79.2% | -24.4% | -4.9% |
| 5Y | +57.1% | +75.7% | -18.6% | -4.3% |
| All | +81.5% | +125.6% | -44.1% | -8.2% |
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 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