+32.0%
QMMY vs VOO
+47.2%
-15.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -0.9% | -2.0% | +1.1% | +0.4% |
| 30D | -0.3% | -1.7% | +1.4% | +0.8% |
| 3M | +2.5% | +4.7% | -2.2% | -0.5% |
| 6M | +4.6% | +12.6% | -7.9% | -3.2% |
| YTD | +5.3% | +11.8% | -6.5% | -2.2% |
| 1Y | +8.8% | +17.5% | -8.7% | -2.4% |
| All | +32.0% | +47.2% | -15.2% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling