+1,450.1%
QLD vs VOO
+306.9%
+1,143.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.4% |
| 7D | -3.8% | -0.6% | -3.2% | -1.7% |
| 30D | -20.5% | -3.6% | -16.9% | -12.2% |
| 3M | -14.6% | -2.7% | -11.9% | -7.4% |
| 6M | -14.7% | +2.2% | -16.9% | -16.0% |
| YTD | +11.2% | +10.9% | +0.3% | -8.0% |
| 1Y | +7.1% | +11.3% | -4.2% | -11.8% |
| 3Y | +141.1% | +76.9% | +64.2% | -24.0% |
| 5Y | +84.3% | +73.5% | +10.8% | -29.2% |
| 10Y | +1,450.1% | +307.7% | +1,142.4% | +11.3% |
| All | +1,450.1% | +306.9% | +1,143.2% | +11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling