+79.1%
QQQS vs VOO
+130.7%
-51.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.5% |
| 7D | -3.9% | -0.8% | -3.1% | -2.8% |
| 30D | -4.0% | -1.1% | -2.9% | -2.5% |
| 3M | +3.5% | +3.9% | -0.4% | -1.9% |
| 6M | +21.9% | +13.6% | +8.3% | +2.6% |
| YTD | +26.4% | +12.7% | +13.7% | +7.8% |
| 1Y | +38.5% | +17.6% | +21.0% | +11.9% |
| 3Y | +79.9% | +77.3% | +2.6% | -13.4% |
| All | +79.1% | +130.7% | -51.6% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling