+73.1%
VOO vs QID
-76.9%
+149.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | +0.5% |
| 7D | +2.6% | -7.1% | +9.7% | +0.1% |
| 30D | -2.0% | +12.6% | -14.6% | +3.0% |
| 3M | -2.8% | +14.2% | -17.0% | +3.0% |
| 6M | +2.2% | +6.2% | -4.0% | +6.9% |
| YTD | +11.5% | -21.8% | +33.3% | +5.8% |
| 1Y | +13.5% | -23.1% | +36.6% | +7.3% |
| 3Y | +78.1% | -71.3% | +149.4% | +28.8% |
| All | +73.1% | -76.9% | +149.9% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling