+87.4%
QLC vs VOO
+75.1%
+12.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.2% | +0.2% |
| 7D | -0.7% | -0.9% | +0.2% | +0.2% |
| 30D | -2.9% | -2.3% | -0.5% | -0.6% |
| 3M | -3.2% | -1.2% | -2.0% | -2.1% |
| 6M | +3.0% | +3.3% | -0.4% | -0.4% |
| YTD | +11.6% | +12.3% | -0.7% | -0.6% |
| 1Y | +13.1% | +12.5% | +0.6% | +0.6% |
| 3Y | +88.0% | +79.2% | +8.8% | +5.9% |
| 5Y | +87.4% | +75.7% | +11.7% | +7.4% |
| All | +87.4% | +75.1% | +12.3% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling