+46.2%
QQQG vs VOO
+40.0%
+6.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -1.1% |
| 7D | -1.5% | -0.8% | -0.8% | -0.5% |
| 30D | -2.4% | -1.1% | -1.3% | -1.0% |
| 3M | -1.9% | +3.9% | -5.8% | -6.5% |
| 6M | +30.4% | +13.6% | +16.7% | +11.0% |
| YTD | +25.6% | +12.7% | +12.9% | +8.4% |
| 1Y | +30.4% | +17.6% | +12.9% | +6.9% |
| All | +46.2% | +40.0% | +6.2% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling