-5.5%
QAT vs VOO
+11.8%
-17.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +1.0% | +3.3% | -2.2% | -0.4% |
| 30D | +11.5% | -2.7% | +14.2% | +12.8% |
| 3M | -0.1% | -1.7% | +1.6% | +0.6% |
| 6M | -2.9% | +3.1% | -6.0% | -4.6% |
| YTD | -3.0% | +11.9% | -14.9% | -9.7% |
| 1Y | -5.5% | +12.1% | -17.5% | -12.2% |
| All | -5.5% | +11.8% | -17.3% | -12.2% |
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