+9.5%
VOO vs QID
-12.3%
+21.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +12.7% | -17.1% | -0.6% |
| 7D | -4.7% | +20.2% | -24.9% | +1.0% |
| 30D | -5.9% | +35.3% | -41.2% | +3.5% |
| 3M | -4.5% | +21.3% | -25.8% | +2.0% |
| 6M | +1.9% | +6.7% | -4.9% | +5.3% |
| YTD | +8.4% | -13.6% | +22.0% | +4.7% |
| 1Y | +9.5% | -11.0% | +20.4% | +7.2% |
| All | +9.5% | -12.3% | +21.8% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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