+128.1%
QGEN vs VOO
+812.0%
-683.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.1% |
| 7D | -2.3% | +0.5% | -2.9% | -2.7% |
| 30D | +0.2% | -0.9% | +1.1% | +0.8% |
| 3M | +18.0% | +3.9% | +14.1% | +15.0% |
| 6M | -4.0% | +14.5% | -18.6% | -12.4% |
| YTD | -4.9% | +13.0% | -17.9% | -12.6% |
| 1Y | -10.1% | +19.4% | -29.6% | -20.6% |
| 3Y | +3.3% | +78.9% | -75.6% | -31.3% |
| 5Y | -23.3% | +82.3% | -105.6% | -50.1% |
| 10Y | +60.1% | +314.2% | -254.1% | -51.3% |
| All | +128.1% | +812.0% | -683.9% | -70.1% |
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