+147.1%
VOO vs QS
-43.2%
+190.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.7% |
| 7D | +0.5% | +2.2% | -1.7% | +0.4% |
| 30D | -0.9% | -8.1% | +7.1% | -0.6% |
| 3M | +3.9% | -27.0% | +30.9% | +5.2% |
| 6M | +14.5% | -16.4% | +31.0% | +15.0% |
| YTD | +13.0% | -46.4% | +59.3% | +15.5% |
| 1Y | +19.4% | -41.1% | +60.5% | +20.8% |
| 3Y | +78.9% | -18.6% | +97.5% | +72.5% |
| 5Y | +82.3% | -73.0% | +155.3% | +77.6% |
| All | +147.1% | -43.2% | +190.4% | +152.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 all: compounded portfolio wealth divided by compounded QS 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…
all analysis · Full analysis span regression · 6 months rolling