+158.1%
QYLD vs VOO
+325.3%
-167.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.1% |
| 7D | +0.1% | -0.8% | +0.8% | +0.6% |
| 30D | +2.1% | -1.1% | +3.1% | +2.9% |
| 3M | +5.2% | +3.9% | +1.3% | +2.3% |
| 6M | +10.2% | +13.6% | -3.4% | +0.2% |
| YTD | +12.7% | +12.7% | 0.0% | +3.0% |
| 1Y | +22.3% | +17.6% | +4.7% | +8.2% |
| 3Y | +51.4% | +77.3% | -25.9% | -1.5% |
| 5Y | +47.6% | +84.1% | -36.5% | -7.1% |
| All | +158.1% | +325.3% | -167.2% | -10.7% |
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