+32.5%
QLYS vs VOO
+75.1%
-42.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +2.9% |
| 7D | -13.4% | -0.9% | -12.5% | -12.3% |
| 30D | -7.2% | -2.3% | -4.8% | -4.5% |
| 3M | -3.0% | -1.2% | -1.8% | -1.5% |
| 6M | +99.6% | +3.3% | +96.3% | +92.8% |
| YTD | +37.5% | +12.3% | +25.1% | +19.9% |
| 1Y | +18.8% | +12.5% | +6.3% | +3.4% |
| 3Y | +6.4% | +79.2% | -72.8% | -47.9% |
| 5Y | +32.5% | +75.7% | -43.1% | -31.8% |
| All | +32.5% | +75.1% | -42.6% | -31.8% |
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 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