+5.2%
QLD vs VO
+11.7%
-6.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.7% | +2.9% |
| 7D | -10.3% | -2.6% | -7.7% | -4.1% |
| 30D | -26.1% | -0.9% | -25.1% | -23.6% |
| 3M | -17.8% | -3.0% | -14.7% | -10.9% |
| 6M | -15.6% | +2.2% | -17.8% | -16.8% |
| YTD | +5.4% | +10.6% | -5.2% | -10.0% |
| 1Y | +5.2% | +12.5% | -7.3% | -12.4% |
| All | +5.2% | +11.7% | -6.5% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling