+87.9%
QMAR vs VOO
+111.1%
-23.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.2% |
| 7D | -0.1% | -0.8% | +0.6% | +0.4% |
| 30D | +0.7% | -1.1% | +1.8% | +1.5% |
| 3M | +2.8% | +3.9% | -1.1% | -0.2% |
| 6M | +13.2% | +13.6% | -0.4% | +2.5% |
| YTD | +14.9% | +12.7% | +2.2% | +4.6% |
| 1Y | +18.8% | +17.6% | +1.2% | +4.5% |
| 3Y | +55.3% | +77.3% | -22.1% | -2.0% |
| 5Y | +71.4% | +84.1% | -12.8% | +2.6% |
| All | +87.9% | +111.1% | -23.2% | +2.6% |
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