+32.4%
QAT vs VOO
+315.3%
-282.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +0.7% | -0.4% | +1.0% | +0.8% |
| 30D | -2.2% | -1.4% | -0.8% | -1.7% |
| 3M | -3.4% | +3.7% | -7.2% | -4.7% |
| 6M | -4.6% | +13.0% | -17.7% | -8.8% |
| YTD | -4.7% | +12.4% | -17.1% | -8.7% |
| 1Y | -6.3% | +18.6% | -24.8% | -12.0% |
| 3Y | +11.5% | +78.1% | -66.5% | -10.0% |
| 5Y | +8.9% | +82.3% | -73.4% | -13.9% |
| 10Y | +32.4% | +322.5% | -290.1% | -27.8% |
| All | +32.4% | +315.3% | -282.9% | -27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling