+1,351.8%
QLD vs VO
+196.6%
+1,155.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.7% | +2.8% |
| 7D | -10.3% | -2.6% | -7.7% | -4.9% |
| 30D | -26.1% | -0.9% | -25.1% | -24.1% |
| 3M | -17.8% | -3.0% | -14.7% | -11.8% |
| 6M | -15.6% | +2.2% | -17.8% | -17.5% |
| YTD | +5.4% | +10.6% | -5.2% | -11.5% |
| 1Y | +5.2% | +12.5% | -7.3% | -14.6% |
| 3Y | +139.4% | +61.4% | +78.1% | +0.6% |
| 5Y | +66.7% | +33.4% | +33.3% | +14.6% |
| All | +1,351.8% | +196.6% | +1,155.3% | +187.8% |
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