+295.8%
SQM vs VOO
+325.3%
-29.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -4.6% |
| 7D | -6.8% | -0.8% | -6.1% | -6.0% |
| 30D | 0.0% | -1.1% | +1.0% | +1.1% |
| 3M | -11.5% | +3.9% | -15.4% | -15.7% |
| 6M | -7.5% | +13.6% | -21.1% | -20.9% |
| YTD | +4.7% | +12.7% | -8.0% | -9.4% |
| 1Y | +69.0% | +17.6% | +51.5% | +39.2% |
| 3Y | +24.3% | +77.3% | -53.1% | -37.6% |
| 5Y | +56.6% | +84.1% | -27.5% | -24.3% |
| All | +295.8% | +325.3% | -29.5% | -22.7% |
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