+294.9%
QUS vs VOO
+345.3%
-50.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +0.4% | +0.1% | +0.3% | +0.3% |
| 3M | +4.3% | +2.0% | +2.3% | +2.5% |
| 6M | +8.7% | +13.0% | -4.3% | -2.2% |
| YTD | +12.2% | +13.6% | -1.4% | +0.5% |
| 1Y | +17.3% | +20.1% | -2.8% | +0.2% |
| 3Y | +61.8% | +77.6% | -15.7% | -1.7% |
| 5Y | +66.2% | +82.4% | -16.2% | -1.8% |
| 10Y | +263.8% | +316.8% | -53.0% | +20.0% |
| All | +294.9% | +345.3% | -50.4% | +25.1% |
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