+124.3%
QUAD vs VOO
+77.4%
+46.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.8% |
| 7D | -5.6% | -0.8% | -4.8% | -5.0% |
| 30D | +3.7% | -1.1% | +4.8% | +4.6% |
| 3M | +36.0% | +3.9% | +32.1% | +31.0% |
| 6M | +55.0% | +13.6% | +41.4% | +36.9% |
| YTD | +67.2% | +12.7% | +54.5% | +48.9% |
| 1Y | +59.8% | +17.6% | +42.2% | +36.2% |
| 3Y | +124.3% | +77.3% | +47.0% | +30.6% |
| All | +124.3% | +77.4% | +46.9% | +30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling