+1,542.6%
QLD vs VO
+197.6%
+1,345.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +1.1% |
| 7D | +12.5% | +2.9% | +9.6% | +6.3% |
| 30D | -15.7% | +1.0% | -16.7% | -16.6% |
| 3M | -11.9% | -1.7% | -10.2% | -7.9% |
| 6M | -10.3% | +6.7% | -17.0% | -19.4% |
| YTD | +15.6% | +14.0% | +1.6% | -8.5% |
| 1Y | +12.1% | +13.7% | -1.5% | -10.7% |
| 3Y | +150.7% | +65.8% | +84.8% | -0.2% |
| 5Y | +86.6% | +36.6% | +50.0% | +22.4% |
| All | +1,542.6% | +197.6% | +1,345.0% | +211.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling