+86.6%
QEMM vs VOO
+380.8%
-294.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.2% | +0.9% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | -5.4% | -3.3% | -2.1% | -3.1% |
| 3M | -5.0% | -2.4% | -2.6% | -3.3% |
| 6M | -4.3% | +2.6% | -6.9% | -5.7% |
| YTD | +16.8% | +11.3% | +5.5% | +9.2% |
| 1Y | +18.3% | +13.4% | +4.9% | +9.2% |
| 3Y | +62.0% | +80.3% | -18.3% | +8.6% |
| 5Y | +38.6% | +72.7% | -34.1% | -5.4% |
| 10Y | +102.7% | +310.0% | -207.4% | -25.9% |
| All | +86.6% | +380.8% | -294.2% | -37.0% |
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