+467.1%
QLYS vs VOO
+317.9%
+149.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +4.0% |
| 7D | -2.5% | +0.1% | -2.6% | -2.5% |
| 30D | 0.0% | -3.3% | +3.3% | +3.6% |
| 3M | +10.3% | -2.4% | +12.7% | +13.1% |
| 6M | +114.7% | +2.6% | +112.1% | +109.6% |
| YTD | +52.3% | +11.3% | +41.1% | +36.1% |
| 1Y | +35.2% | +13.4% | +21.8% | +18.4% |
| 3Y | +20.5% | +80.3% | -59.8% | -33.8% |
| 5Y | +44.8% | +72.7% | -27.9% | -16.2% |
| 10Y | +467.1% | +310.0% | +157.1% | +14.1% |
| All | +467.1% | +317.9% | +149.2% | +14.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling