+19.2%
QLTY vs VOO
+12.4%
+6.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +0.4% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | +0.7% | -3.3% | +4.0% | +3.7% |
| 3M | +2.7% | -2.4% | +5.1% | +4.8% |
| 6M | +9.8% | +2.6% | +7.2% | +7.0% |
| YTD | +15.6% | +11.3% | +4.3% | +4.0% |
| All | +19.2% | +12.4% | +6.8% | +6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling