-77.1%
QUIK vs VOO
+817.1%
-894.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.9% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -22.1% | +0.1% | -22.2% | -22.2% |
| 3M | -54.7% | +2.0% | -56.7% | -55.2% |
| 6M | +22.3% | +13.0% | +9.2% | +7.2% |
| YTD | +79.0% | +13.6% | +65.5% | +56.7% |
| 1Y | +110.2% | +20.1% | +90.1% | +73.2% |
| 3Y | +34.0% | +77.6% | -43.6% | -26.2% |
| 5Y | +71.6% | +82.4% | -10.8% | -8.6% |
| 10Y | -11.7% | +316.8% | -328.5% | -83.7% |
| All | -77.1% | +817.1% | -894.1% | -98.8% |
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 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