+74.9%
QLTY vs VOO
+69.8%
+5.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.3% |
| 7D | -0.9% | -2.7% | +1.8% | +1.6% |
| 30D | -1.2% | -5.4% | +4.2% | +3.8% |
| 3M | +0.8% | -4.1% | +4.9% | +4.7% |
| 6M | +7.0% | +0.7% | +6.3% | +6.1% |
| YTD | +12.8% | +8.7% | +4.1% | +4.2% |
| 1Y | +17.8% | +11.0% | +6.9% | +6.9% |
| All | +74.9% | +69.8% | +5.1% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling