+7.7%
XQQI vs VOO
+11.0%
-3.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | -1.2% |
| 7D | -6.6% | -0.7% | -5.8% | -5.2% |
| 30D | -10.9% | -1.1% | -9.9% | -9.0% |
| 3M | -4.9% | -0.3% | -4.5% | -4.0% |
| 6M | -0.1% | +7.4% | -7.5% | -10.4% |
| All | +7.7% | +11.0% | -3.3% | -9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling