+475.4%
RQI vs VOO
+802.4%
-326.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | -2.9% | -2.0% | -0.9% | -1.0% |
| 30D | -4.0% | -1.7% | -2.3% | -2.5% |
| 3M | -6.6% | +4.7% | -11.4% | -11.0% |
| 6M | -3.2% | +12.6% | -15.8% | -14.1% |
| YTD | +9.5% | +11.8% | -2.2% | -2.3% |
| 1Y | +3.3% | +17.5% | -14.2% | -12.3% |
| 3Y | +36.9% | +77.0% | -40.0% | -23.6% |
| 5Y | +11.3% | +82.6% | -71.3% | -39.8% |
| 10Y | +99.6% | +320.0% | -220.4% | -51.5% |
| All | +475.4% | +802.4% | -326.9% | -44.0% |
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