+12.8%
QUIZ vs VOO
+18.3%
-5.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.1% |
| 7D | +1.1% | -0.6% | +1.7% | +1.6% |
| 30D | -0.7% | -3.6% | +3.0% | +2.9% |
| 3M | -5.2% | -2.7% | -2.5% | -2.7% |
| 6M | -3.1% | +2.2% | -5.4% | -5.6% |
| YTD | +6.3% | +10.9% | -4.6% | -4.4% |
| 1Y | +9.0% | +11.3% | -2.4% | -2.3% |
| All | +12.8% | +18.3% | -5.5% | -5.4% |
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