+62.8%
QAI vs VOO
+777.9%
-715.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -0.5% | -2.7% | +2.2% | +0.2% |
| 30D | -2.4% | -5.4% | +3.0% | -0.9% |
| 3M | -2.9% | -4.1% | +1.2% | -1.8% |
| 6M | -2.4% | +0.7% | -3.2% | -2.6% |
| YTD | +5.4% | +8.7% | -3.4% | +3.0% |
| 1Y | +6.5% | +11.0% | -4.4% | +3.6% |
| 3Y | +26.7% | +75.5% | -48.7% | +9.4% |
| 5Y | +20.7% | +68.4% | -47.6% | +4.4% |
| 10Y | +44.2% | +315.7% | -271.5% | -0.1% |
| All | +62.8% | +777.9% | -715.0% | -2.0% |
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