+66.0%
QGEN vs VOO
+325.3%
-259.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.5% |
| 7D | -2.2% | -0.8% | -1.5% | -1.8% |
| 30D | -1.2% | -1.1% | -0.1% | -0.6% |
| 3M | +14.6% | +3.9% | +10.7% | +12.4% |
| 6M | +4.1% | +13.6% | -9.6% | -2.4% |
| YTD | -4.6% | +12.7% | -17.3% | -10.3% |
| 1Y | -6.9% | +17.6% | -24.5% | -14.4% |
| 3Y | +1.4% | +77.3% | -75.9% | -24.3% |
| 5Y | -22.3% | +84.1% | -106.4% | -43.5% |
| All | +66.0% | +325.3% | -259.3% | -33.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling