+20.5%
QLTA vs VOO
+311.2%
-290.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -1.3% | +3.3% | -4.6% | -1.7% |
| 30D | +0.8% | -2.7% | +3.5% | +1.1% |
| 3M | -1.2% | -1.7% | +0.5% | -1.1% |
| 6M | -2.0% | +3.1% | -5.1% | -2.4% |
| YTD | -2.0% | +11.9% | -14.0% | -3.3% |
| 1Y | -1.9% | +12.1% | -14.0% | -3.3% |
| 3Y | +14.3% | +78.6% | -64.2% | +6.7% |
| 5Y | -2.9% | +73.8% | -76.7% | -9.7% |
| All | +20.5% | +311.2% | -290.6% | +8.2% |
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 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