-100.0%
QH vs VOO
+165.8%
-265.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +0.4% |
| 7D | -2.4% | +0.5% | -3.0% | -3.1% |
| 30D | -8.3% | -0.9% | -7.4% | -7.5% |
| 3M | +11.0% | +3.9% | +7.2% | +8.2% |
| 6M | +3,920.0% | +14.5% | +3,905.5% | +3,504.2% |
| YTD | +272.2% | +13.0% | +259.3% | +246.8% |
| 1Y | -32.7% | +19.4% | -52.1% | -39.6% |
| 3Y | -97.3% | +78.9% | -176.2% | -98.3% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| All | -100.0% | +165.8% | -265.8% | -100.0% |
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 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