+52.2%
SQLV vs VOO
+77.8%
-25.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.8% | +0.1% | -0.8% | -0.8% |
| 3M | +10.3% | +2.0% | +8.3% | +8.1% |
| 6M | +18.8% | +13.0% | +5.8% | +5.3% |
| YTD | +26.4% | +13.6% | +12.9% | +11.5% |
| 1Y | +26.0% | +20.1% | +6.0% | +5.1% |
| All | +52.2% | +77.8% | -25.6% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling