-24.1%
QBTX vs VOO
+41.9%
-66.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | -4.8% |
| 7D | +2.0% | -0.8% | +2.8% | +7.7% |
| 30D | -38.0% | -1.1% | -36.9% | -31.9% |
| 3M | -61.5% | +3.9% | -65.4% | -68.1% |
| 6M | -57.9% | +13.6% | -71.5% | -77.4% |
| YTD | -81.9% | +12.7% | -94.6% | -89.1% |
| 1Y | -73.7% | +17.6% | -91.2% | -85.9% |
| All | -24.1% | +41.9% | -66.1% | -74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling