+1,418.0%
QLD vs VO
+206.8%
+1,211.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.7% | +4.1% | +1.3% |
| 7D | -1.4% | -0.1% | -1.3% | -0.4% |
| 30D | -19.6% | +0.5% | -20.1% | -19.7% |
| 3M | -14.1% | -1.0% | -13.1% | -11.5% |
| 6M | -13.6% | +6.4% | -20.0% | -22.1% |
| YTD | +12.5% | +13.6% | -1.0% | -10.4% |
| 1Y | +13.1% | +14.5% | -1.3% | -11.2% |
| 3Y | +154.7% | +67.2% | +87.5% | -0.2% |
| 5Y | +81.1% | +36.1% | +45.0% | +19.7% |
| 10Y | +1,418.0% | +199.3% | +1,218.7% | +190.3% |
| All | +1,418.0% | +206.8% | +1,211.2% | +190.3% |
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