+421.3%
QDEF vs VOO
+566.1%
-144.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.2% | 0.0% |
| 7D | -1.1% | -0.9% | -0.2% | -0.4% |
| 30D | -0.5% | -2.3% | +1.8% | +1.4% |
| 3M | -0.1% | -1.2% | +1.1% | +0.8% |
| 6M | +6.1% | +3.3% | +2.8% | +2.9% |
| YTD | +13.1% | +12.3% | +0.7% | +2.1% |
| 1Y | +14.3% | +12.5% | +1.8% | +3.0% |
| 3Y | +72.3% | +79.2% | -6.9% | +3.4% |
| 5Y | +76.7% | +75.7% | +1.0% | +7.1% |
| 10Y | +219.1% | +313.7% | -94.5% | -7.2% |
| All | +421.3% | +566.1% | -144.9% | +18.5% |
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