+552.9%
QQQ vs VO
+197.9%
+354.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.1% |
| 7D | -1.3% | -2.5% | +1.2% | +1.3% |
| 30D | -1.4% | -3.2% | +1.9% | +2.0% |
| 3M | +2.3% | +3.9% | -1.6% | -1.4% |
| 6M | +16.9% | +9.6% | +7.2% | +6.9% |
| YTD | +15.6% | +11.6% | +4.1% | +3.8% |
| 1Y | +22.6% | +12.6% | +10.0% | +9.1% |
| 3Y | +93.5% | +55.4% | +38.2% | +25.4% |
| 5Y | +93.9% | +41.8% | +52.1% | +38.3% |
| All | +552.9% | +197.9% | +354.9% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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