+74.9%
QLTY vs VOO
+69.3%
+5.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.6% | +0.2% |
| 7D | -2.0% | -4.7% | +2.7% | +2.3% |
| 30D | -1.1% | -5.9% | +4.8% | +4.4% |
| 3M | +1.2% | -4.5% | +5.7% | +5.4% |
| 6M | +8.4% | +1.9% | +6.6% | +6.4% |
| YTD | +12.8% | +8.4% | +4.4% | +4.5% |
| 1Y | +16.6% | +9.5% | +7.1% | +7.1% |
| All | +74.9% | +69.3% | +5.6% | +6.1% |
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 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