+72.7%
QQQJ vs VOO
+135.6%
-62.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.3% |
| 7D | -2.1% | -0.8% | -1.3% | -1.2% |
| 30D | -4.8% | -1.1% | -3.8% | -3.6% |
| 3M | +0.3% | +3.9% | -3.6% | -4.1% |
| 6M | +19.0% | +13.6% | +5.3% | +2.8% |
| YTD | +20.5% | +12.7% | +7.7% | +5.1% |
| 1Y | +24.5% | +17.6% | +6.9% | +3.6% |
| 3Y | +77.6% | +77.3% | +0.3% | -8.8% |
| 5Y | +33.5% | +84.1% | -50.6% | -33.7% |
| All | +72.7% | +135.6% | -62.9% | -33.9% |
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