+424.3%
QDEF vs VOO
+573.6%
-149.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +0.7% | +0.1% | +0.7% | +0.7% |
| 3M | +4.3% | +2.0% | +2.3% | +2.4% |
| 6M | +10.2% | +13.0% | -2.8% | -0.9% |
| YTD | +13.7% | +13.6% | +0.1% | +1.8% |
| 1Y | +18.5% | +20.1% | -1.6% | +1.1% |
| 3Y | +69.6% | +77.6% | -8.0% | +2.7% |
| 5Y | +79.3% | +82.4% | -3.1% | +5.2% |
| 10Y | +221.2% | +316.8% | -95.7% | -7.2% |
| All | +424.3% | +573.6% | -149.3% | +18.2% |
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