+88.3%
QQQH vs VOO
+162.6%
-74.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.3% |
| 7D | -0.2% | -0.8% | +0.6% | +0.2% |
| 30D | -0.2% | -1.1% | +0.9% | +0.3% |
| 3M | +1.2% | +3.9% | -2.7% | -0.6% |
| 6M | +7.0% | +13.6% | -6.6% | +0.8% |
| YTD | +6.8% | +12.7% | -5.9% | +1.0% |
| 1Y | +10.7% | +17.6% | -6.9% | +2.7% |
| 3Y | +67.1% | +77.3% | -10.2% | +30.8% |
| 5Y | +45.4% | +84.1% | -38.7% | +11.7% |
| All | +88.3% | +162.6% | -74.4% | +38.8% |
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