-28.7%
QFIN vs VOO
+230.9%
-259.6%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.3% |
| 7D | +3.0% | +0.1% | +2.8% | +2.9% |
| 30D | -31.1% | +0.1% | -31.1% | -31.1% |
| 3M | -40.7% | +2.0% | -42.8% | -42.1% |
| 6M | -36.3% | +13.0% | -49.3% | -43.9% |
| YTD | -50.2% | +13.6% | -63.8% | -56.4% |
| 1Y | -65.9% | +20.1% | -86.0% | -71.8% |
| 3Y | -38.3% | +77.6% | -115.8% | -66.5% |
| 5Y | -53.0% | +82.4% | -135.4% | -74.7% |
| All | -28.7% | +230.9% | -259.6% | -77.1% |
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