-38.0%
QRHC vs VOO
+325.3%
-363.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | -0.7% | -0.8% | 0.0% | -0.2% |
| 30D | -3.5% | -1.1% | -2.4% | -2.8% |
| 3M | +3.0% | +3.9% | -0.9% | +0.2% |
| 6M | -13.3% | +13.6% | -26.9% | -20.7% |
| YTD | -26.3% | +12.7% | -39.1% | -32.2% |
| 1Y | -18.5% | +17.6% | -36.0% | -26.9% |
| 3Y | -81.5% | +77.3% | -158.8% | -87.0% |
| 5Y | -77.7% | +84.1% | -161.8% | -84.7% |
| All | -38.0% | +325.3% | -363.3% | -72.0% |
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