+140.1%
SQLV vs VOO
+265.3%
-125.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -0.8% | +0.1% | -0.8% | -0.8% |
| 3M | +10.3% | +2.0% | +8.3% | +8.4% |
| 6M | +18.8% | +13.0% | +5.8% | +7.5% |
| YTD | +26.4% | +13.6% | +12.9% | +14.0% |
| 1Y | +26.0% | +20.1% | +6.0% | +8.7% |
| 3Y | +48.3% | +77.6% | -29.3% | -5.2% |
| 5Y | +49.0% | +82.4% | -33.5% | -7.2% |
| All | +140.1% | +265.3% | -125.2% | -6.8% |
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 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