-47.7%
QS vs VOO
+144.6%
-192.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.4% |
| 7D | -5.0% | -2.0% | -3.0% | -1.1% |
| 30D | -18.3% | -1.7% | -16.6% | -15.4% |
| 3M | -26.0% | +4.7% | -30.7% | -31.5% |
| 6M | -24.0% | +12.6% | -36.6% | -37.4% |
| YTD | -50.3% | +11.8% | -62.0% | -58.1% |
| 1Y | -38.0% | +17.5% | -55.5% | -51.6% |
| 3Y | -24.6% | +77.0% | -101.6% | -72.7% |
| 5Y | -75.4% | +82.6% | -158.0% | -90.8% |
| All | -47.7% | +144.6% | -192.3% | -79.4% |
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 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