+40.6%
QLTA vs VOO
+608.6%
-568.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +0.1% | -2.7% | +2.8% | +0.3% |
| 30D | +2.1% | -5.4% | +7.5% | +2.6% |
| 3M | -0.5% | -4.1% | +3.5% | -0.2% |
| 6M | -1.6% | +0.7% | -2.3% | -1.7% |
| YTD | -1.1% | +8.7% | -9.9% | -1.8% |
| 1Y | -0.8% | +11.0% | -11.8% | -1.7% |
| 3Y | +16.0% | +75.5% | -59.4% | +11.0% |
| 5Y | -3.1% | +68.4% | -71.5% | -7.6% |
| 10Y | +18.8% | +315.7% | -296.8% | +13.4% |
| All | +40.6% | +608.6% | -568.0% | +38.4% |
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 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