+8,668.4%
QLD vs VOO
+798.5%
+7,869.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.3% | +4.5% | +1.5% |
| 7D | -1.4% | +0.1% | -1.5% | -0.9% |
| 30D | -19.6% | -3.3% | -16.3% | -12.1% |
| 3M | -14.1% | -2.4% | -11.7% | -7.8% |
| 6M | -13.6% | +2.6% | -16.2% | -15.5% |
| YTD | +12.5% | +11.3% | +1.3% | -6.9% |
| 1Y | +13.1% | +13.4% | -0.3% | -9.9% |
| 3Y | +154.7% | +80.3% | +74.4% | -19.7% |
| 5Y | +81.1% | +72.7% | +8.4% | -26.6% |
| 10Y | +1,418.0% | +310.0% | +1,108.0% | +27.5% |
| All | +8,668.4% | +798.5% | +7,869.9% | +81.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling