+313.7%
VOO vs QLD
+1,536.4%
-1,222.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.4% | -0.4% |
| 7D | -0.9% | -1.2% | +0.3% | -0.8% |
| 30D | -2.3% | -15.7% | +13.4% | +3.4% |
| 3M | -1.2% | -10.0% | +8.9% | +1.9% |
| 6M | +3.3% | -11.2% | +14.6% | +6.0% |
| YTD | +12.3% | +16.4% | -4.0% | +3.4% |
| 1Y | +12.5% | +12.7% | -0.2% | +4.6% |
| 3Y | +79.2% | +152.3% | -73.1% | +17.9% |
| 5Y | +75.7% | +91.8% | -16.1% | +19.7% |
| 10Y | +313.7% | +1,520.2% | -1,206.6% | +16.6% |
| All | +313.7% | +1,536.4% | -1,222.7% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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