+8,110.0%
QLD vs VOO
+777.9%
+7,332.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +1.9% |
| 7D | -10.3% | -2.7% | -7.6% | -3.9% |
| 30D | -26.1% | -5.4% | -20.7% | -15.3% |
| 3M | -17.8% | -4.1% | -13.7% | -8.3% |
| 6M | -15.6% | +0.7% | -16.3% | -14.0% |
| YTD | +5.4% | +8.7% | -3.3% | -8.3% |
| 1Y | +5.2% | +11.0% | -5.7% | -12.1% |
| 3Y | +139.4% | +75.5% | +64.0% | -19.9% |
| 5Y | +66.7% | +68.4% | -1.6% | -28.6% |
| 10Y | +1,422.1% | +315.7% | +1,106.4% | +24.7% |
| All | +8,110.0% | +777.9% | +7,332.2% | +78.5% |
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