-97.4%
QH vs VOO
+77.4%
-174.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.6% | -4.1% |
| 7D | -3.0% | -0.8% | -2.2% | -1.9% |
| 30D | -17.2% | -1.1% | -16.1% | -16.0% |
| 3M | -47.2% | +3.9% | -51.1% | -49.7% |
| 6M | +3,771.3% | +13.6% | +3,757.7% | +3,393.3% |
| YTD | +262.0% | +12.7% | +249.3% | +237.0% |
| 1Y | -35.8% | +17.6% | -53.4% | -41.3% |
| 3Y | -97.4% | +77.3% | -174.7% | -98.0% |
| All | -97.4% | +77.4% | -174.8% | -98.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling