+56.0%
QQUP vs VOO
+29.0%
+27.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -0.5% |
| 7D | -2.2% | -0.4% | -1.8% | -1.1% |
| 30D | -4.8% | -1.4% | -3.5% | -0.9% |
| 3M | +4.5% | +3.7% | +0.7% | -4.6% |
| 6M | +24.5% | +13.0% | +11.5% | -9.3% |
| YTD | +8.0% | +12.4% | -4.5% | -19.5% |
| 1Y | +17.1% | +18.6% | -1.5% | -23.5% |
| All | +56.0% | +29.0% | +27.0% | -15.4% |
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