-60.2%
QUCY vs VOO
+77.4%
-137.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -3.4% |
| 7D | -15.7% | -0.8% | -15.0% | -14.7% |
| 30D | +2.7% | -1.1% | +3.8% | +4.4% |
| 3M | -29.5% | +3.9% | -33.4% | -32.1% |
| 6M | +58.8% | +13.6% | +45.1% | +43.3% |
| YTD | +19.6% | +12.7% | +6.9% | +9.0% |
| 1Y | -20.2% | +17.6% | -37.8% | -29.3% |
| 3Y | -60.2% | +77.3% | -137.6% | -76.7% |
| All | -60.2% | +77.4% | -137.6% | -76.7% |
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