-100.0%
QCLS vs VOO
+325.3%
-425.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +2.6% |
| 7D | -4.5% | -0.8% | -3.7% | -3.5% |
| 30D | -40.8% | -1.1% | -39.8% | -40.0% |
| 3M | -55.2% | +3.9% | -59.1% | -57.0% |
| 6M | -55.5% | +13.6% | -69.1% | -61.2% |
| YTD | -57.1% | +12.7% | -69.9% | -62.3% |
| 1Y | -57.7% | +17.6% | -75.3% | -64.2% |
| 3Y | -99.9% | +77.3% | -177.2% | -100.0% |
| 5Y | -100.0% | +84.1% | -184.1% | -100.0% |
| All | -100.0% | +325.3% | -425.3% | -100.0% |
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 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