+59.3%
QLV vs VOO
+67.9%
-8.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -1.7% | -2.7% | +1.0% | 0.0% |
| 30D | +1.5% | -5.4% | +6.9% | +5.2% |
| 3M | +1.9% | -4.1% | +6.0% | +4.6% |
| 6M | +9.2% | +0.7% | +8.4% | +8.2% |
| YTD | +13.4% | +8.7% | +4.6% | +6.5% |
| 1Y | +15.8% | +11.0% | +4.9% | +7.2% |
| 3Y | +60.0% | +75.5% | -15.4% | +5.5% |
| All | +59.3% | +67.9% | -8.6% | +7.7% |
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