+9,942.9%
QLD vs VOO
+817.1%
+9,125.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.3% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | -8.4% | +2.0% | -10.4% | -10.7% |
| 6M | +32.2% | +13.0% | +19.2% | +3.5% |
| YTD | +28.9% | +13.6% | +15.3% | +0.3% |
| 1Y | +43.8% | +20.1% | +23.8% | -0.1% |
| 3Y | +176.6% | +77.6% | +99.0% | -10.8% |
| 5Y | +121.6% | +82.4% | +39.1% | -21.1% |
| 10Y | +1,652.9% | +316.8% | +1,336.1% | +40.1% |
| All | +9,942.9% | +817.1% | +9,125.8% | +95.2% |
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