-30.5%
QFIN vs VOO
+77.0%
-107.5%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.1% |
| 7D | +6.1% | -0.4% | +6.5% | +6.5% |
| 30D | -30.4% | -1.4% | -29.0% | -29.4% |
| 3M | -36.3% | +3.7% | -40.0% | -38.7% |
| 6M | -34.2% | +13.0% | -47.2% | -41.6% |
| YTD | -50.1% | +12.4% | -62.5% | -55.5% |
| 1Y | -66.1% | +18.6% | -84.7% | -71.2% |
| All | -30.5% | +77.0% | -107.5% | -59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling