+30.4%
QUIK vs VOO
+79.1%
-48.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +3.0% |
| 7D | +3.7% | +0.5% | +3.2% | +2.4% |
| 30D | -24.6% | -0.9% | -23.7% | -23.1% |
| 3M | -47.3% | +3.9% | -51.2% | -50.9% |
| 6M | +25.7% | +14.5% | +11.2% | -2.0% |
| YTD | +82.2% | +13.0% | +69.2% | +46.8% |
| 1Y | +116.0% | +19.4% | +96.5% | +57.0% |
| 3Y | +30.4% | +78.9% | -48.5% | -43.9% |
| All | +30.4% | +79.1% | -48.8% | -43.9% |
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