+413.9%
QDF vs VOO
+573.6%
-159.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +0.4% | +0.1% | +0.2% | +0.3% |
| 30D | -0.7% | +0.1% | -0.7% | -0.7% |
| 3M | +3.8% | +2.0% | +1.7% | +1.8% |
| 6M | +12.2% | +13.0% | -0.8% | +0.1% |
| YTD | +15.3% | +13.6% | +1.7% | +2.4% |
| 1Y | +20.9% | +20.1% | +0.9% | +1.9% |
| 3Y | +65.5% | +77.6% | -12.1% | -3.2% |
| 5Y | +74.4% | +82.4% | -8.1% | -1.2% |
| 10Y | +212.9% | +316.8% | -104.0% | -17.4% |
| All | +413.9% | +573.6% | -159.7% | -8.3% |
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