-94.5%
QUBX vs VOO
+28.3%
-122.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +9.8% |
| 7D | +8.5% | +0.5% | +8.0% | +3.7% |
| 30D | -22.7% | -0.9% | -21.8% | -16.5% |
| 3M | -49.4% | +3.9% | -53.3% | -58.3% |
| 6M | -29.6% | +14.5% | -44.1% | -65.9% |
| YTD | -68.6% | +13.0% | -81.6% | -82.0% |
| 1Y | -91.4% | +19.4% | -110.9% | -96.4% |
| All | -94.5% | +28.3% | -122.8% | -99.0% |
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