+204.7%
QURE vs VOO
+441.6%
-236.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.9% |
| 7D | 0.0% | -0.8% | +0.8% | +0.9% |
| 30D | -1.4% | -1.1% | -0.3% | -0.2% |
| 3M | +66.0% | +3.9% | +62.1% | +57.1% |
| 6M | +153.5% | +13.6% | +139.8% | +117.0% |
| YTD | +86.0% | +12.7% | +73.3% | +61.2% |
| 1Y | +162.8% | +17.6% | +145.2% | +115.0% |
| 3Y | +464.8% | +77.3% | +387.5% | +195.8% |
| 5Y | +26.7% | +84.1% | -57.4% | -34.6% |
| 10Y | +444.8% | +323.5% | +121.2% | +18.5% |
| All | +204.7% | +441.6% | -236.9% | -47.0% |
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