+154.8%
QQQU vs VOO
+53.7%
+101.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | -0.4% |
| 7D | +1.3% | -0.8% | +2.1% | +3.6% |
| 30D | +6.1% | -1.1% | +7.2% | +9.8% |
| 3M | +13.0% | +3.9% | +9.1% | +2.1% |
| 6M | +20.7% | +13.6% | +7.1% | -15.4% |
| YTD | +5.4% | +12.7% | -7.3% | -23.9% |
| 1Y | +20.6% | +17.6% | +3.1% | -22.4% |
| All | +154.8% | +53.7% | +101.1% | -15.6% |
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