-8.8%
QUIK vs VOO
+315.3%
-324.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.5% |
| 7D | +2.2% | -0.4% | +2.6% | +2.6% |
| 30D | -22.0% | -1.4% | -20.6% | -20.8% |
| 3M | -45.5% | +3.7% | -49.3% | -47.4% |
| 6M | +25.2% | +13.0% | +12.2% | +11.1% |
| YTD | +78.5% | +12.4% | +66.1% | +60.0% |
| 1Y | +98.3% | +18.6% | +79.7% | +68.8% |
| 3Y | +27.7% | +78.1% | -50.3% | -24.0% |
| 5Y | +87.6% | +82.3% | +5.3% | +9.5% |
| 10Y | -8.8% | +322.5% | -331.3% | -66.1% |
| All | -8.8% | +315.3% | -324.1% | -66.1% |
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