+534.7%
QQQ vs VO
+197.6%
+337.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +3.6% | +3.1% | +0.5% | +0.5% |
| 30D | -6.7% | +2.2% | -8.9% | -8.6% |
| 3M | -7.0% | -2.5% | -4.5% | -4.5% |
| 6M | -4.7% | +7.0% | -11.6% | -10.6% |
| YTD | +11.1% | +14.0% | -2.9% | -2.3% |
| 1Y | +12.3% | +15.6% | -3.4% | -2.7% |
| 3Y | +83.3% | +66.2% | +17.1% | +11.2% |
| 5Y | +77.5% | +36.6% | +40.9% | +31.0% |
| All | +534.7% | +197.6% | +337.1% | +129.4% |
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