-51.6%
QUAD vs VOO
+810.0%
-861.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -1.1% |
| 7D | -5.6% | -0.8% | -4.8% | -4.7% |
| 30D | +3.7% | -1.1% | +4.8% | +5.0% |
| 3M | +36.0% | +3.9% | +32.1% | +29.2% |
| 6M | +55.0% | +13.6% | +41.4% | +31.6% |
| YTD | +67.2% | +12.7% | +54.5% | +43.3% |
| 1Y | +59.8% | +17.6% | +42.2% | +29.7% |
| 3Y | +124.3% | +77.3% | +47.0% | +9.1% |
| 5Y | +182.4% | +84.1% | +98.2% | +30.6% |
| 10Y | -42.1% | +323.5% | -365.7% | -91.0% |
| All | -51.6% | +810.0% | -861.7% | -97.4% |
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