+8.5%
QLTI vs VOO
+34.3%
-25.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.2% |
| 7D | -2.2% | -0.4% | -1.9% | -2.0% |
| 30D | -4.4% | -1.4% | -3.0% | -3.5% |
| 3M | +1.3% | +3.7% | -2.4% | -1.2% |
| 6M | +1.6% | +13.0% | -11.4% | -6.5% |
| YTD | +0.9% | +12.4% | -11.6% | -6.9% |
| 1Y | +6.1% | +18.6% | -12.5% | -5.2% |
| All | +8.5% | +34.3% | -25.8% | -11.1% |
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 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