+32.4%
SPYQ vs VOO
+21.4%
+11.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +0.9% | -0.1% |
| 7D | +0.3% | +0.3% | 0.0% | -0.3% |
| 30D | -0.3% | +0.2% | -0.5% | -0.7% |
| 3M | +3.8% | +2.8% | +1.0% | -1.3% |
| 6M | +23.7% | +14.3% | +9.5% | -4.7% |
| YTD | +21.7% | +14.0% | +7.7% | -5.6% |
| All | +32.4% | +21.4% | +11.0% | -7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling