+15.7%
QLTI vs VOO
+32.9%
-17.3%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +0.4% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +6.6% | -3.3% | +9.9% | +8.9% |
| 3M | +1.6% | -2.4% | +4.0% | +3.1% |
| 6M | +8.4% | +2.6% | +5.8% | +6.3% |
| YTD | +7.5% | +11.3% | -3.7% | -0.2% |
| 1Y | +11.8% | +13.4% | -1.6% | +2.6% |
| All | +15.7% | +32.9% | -17.3% | -4.7% |
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