+15.4%
QAT vs VOO
+392.3%
-377.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +5.9% | -0.6% | +6.5% | +6.1% |
| 30D | +12.1% | -3.6% | +15.8% | +13.7% |
| 3M | +1.2% | -2.7% | +3.9% | +2.2% |
| 6M | -3.3% | +2.2% | -5.5% | -4.2% |
| YTD | -1.4% | +10.9% | -12.3% | -5.5% |
| 1Y | -3.6% | +11.3% | -14.9% | -7.7% |
| 3Y | +19.0% | +76.9% | -57.9% | -5.6% |
| 5Y | +5.3% | +73.5% | -68.2% | -16.7% |
| 10Y | +45.0% | +307.7% | -262.7% | -27.1% |
| All | +15.4% | +392.3% | -377.0% | -51.6% |
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