-17.0%
YQQQ vs VOO
+41.4%
-58.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | 0.0% |
| 7D | +0.9% | -2.0% | +2.8% | -0.9% |
| 30D | +1.6% | -1.7% | +3.3% | +0.1% |
| 3M | +1.6% | +4.7% | -3.1% | +6.4% |
| 6M | -9.2% | +12.6% | -21.7% | +1.9% |
| YTD | -3.9% | +11.8% | -15.7% | +7.3% |
| 1Y | -5.0% | +17.5% | -22.5% | +11.3% |
| All | -17.0% | +41.4% | -58.4% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling