+63.9%
QHY vs VOO
+335.6%
-271.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | -0.8% | -1.1% | +0.3% | -0.4% |
| 3M | -0.1% | +3.9% | -4.0% | -1.4% |
| 6M | +1.6% | +13.6% | -12.0% | -2.6% |
| YTD | +1.5% | +12.7% | -11.2% | -2.5% |
| 1Y | +3.2% | +17.6% | -14.4% | -2.3% |
| 3Y | +24.2% | +77.3% | -53.1% | +1.7% |
| 5Y | +15.0% | +84.1% | -69.2% | -7.9% |
| 10Y | +55.6% | +323.5% | -268.0% | +3.2% |
| All | +63.9% | +335.6% | -271.7% | +8.8% |
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