-80.2%
QUIK vs VOO
+806.9%
-887.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.9% | +11.5% |
| 7D | +12.6% | -0.9% | +13.5% | +14.7% |
| 30D | -10.4% | -2.3% | -8.1% | -6.7% |
| 3M | -34.6% | -1.2% | -33.5% | -33.0% |
| 6M | -55.1% | +3.3% | -58.4% | -55.6% |
| YTD | +54.7% | +12.3% | +42.4% | +38.9% |
| 1Y | +29.7% | +12.5% | +17.2% | +16.6% |
| 3Y | -1.9% | +79.2% | -81.1% | -45.8% |
| 5Y | +40.3% | +75.7% | -35.4% | -21.2% |
| 10Y | -17.0% | +313.7% | -330.6% | -84.3% |
| All | -80.2% | +806.9% | -887.1% | -98.9% |
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 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