+168.5%
QGEN vs VOO
+800.4%
-631.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -0.9% | +2.6% | -3.4% | -2.6% |
| 30D | +9.5% | -2.0% | +11.5% | +10.8% |
| 3M | +15.4% | -2.8% | +18.2% | +17.4% |
| 6M | +53.9% | +2.2% | +51.8% | +51.4% |
| YTD | +11.9% | +11.5% | +0.4% | +3.6% |
| 1Y | +12.7% | +13.5% | -0.7% | +3.0% |
| 3Y | +31.8% | +78.1% | -46.3% | -12.2% |
| 5Y | -6.1% | +73.1% | -79.2% | -36.8% |
| 10Y | +84.0% | +310.7% | -226.7% | -43.9% |
| All | +168.5% | +800.4% | -631.9% | -64.5% |
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