+88.8%
QUIK vs VOO
+82.3%
+6.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +2.6% |
| 7D | +3.7% | +0.5% | +3.2% | +2.8% |
| 30D | -24.6% | -0.9% | -23.7% | -23.5% |
| 3M | -47.3% | +3.9% | -51.2% | -49.8% |
| 6M | +25.7% | +14.5% | +11.2% | +5.6% |
| YTD | +82.2% | +13.0% | +69.2% | +56.8% |
| 1Y | +116.0% | +19.4% | +96.5% | +73.4% |
| 3Y | +30.4% | +78.9% | -48.5% | -30.9% |
| 5Y | +88.8% | +82.3% | +6.5% | +0.8% |
| All | +88.8% | +82.3% | +6.5% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling