+74.5%
QQQJ vs VOO
+136.1%
-61.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | 0.0% | +0.5% | -0.5% | -0.6% |
| 30D | -3.2% | -0.9% | -2.3% | -2.2% |
| 3M | +2.4% | +3.9% | -1.5% | -2.1% |
| 6M | +22.2% | +14.5% | +7.7% | +4.6% |
| YTD | +21.7% | +13.0% | +8.8% | +6.0% |
| 1Y | +27.3% | +19.4% | +7.8% | +4.0% |
| 3Y | +79.5% | +78.9% | +0.6% | -8.8% |
| 5Y | +34.3% | +82.3% | -48.0% | -32.6% |
| All | +74.5% | +136.1% | -61.6% | -33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling