-53.4%
QFIN vs VOO
+81.6%
-134.9%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.2% |
| 7D | +6.1% | -0.4% | +6.5% | +6.6% |
| 30D | -30.4% | -1.4% | -29.0% | -29.1% |
| 3M | -36.3% | +3.7% | -40.0% | -39.5% |
| 6M | -34.2% | +13.0% | -47.2% | -43.8% |
| YTD | -50.1% | +12.4% | -62.5% | -57.1% |
| 1Y | -66.1% | +18.6% | -84.7% | -72.9% |
| 3Y | -29.8% | +78.1% | -107.9% | -68.8% |
| 5Y | -53.4% | +82.3% | -135.6% | -78.8% |
| All | -53.4% | +81.6% | -134.9% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling