-29.9%
QSI vs VOO
+14.7%
-44.6%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -6.4% |
| 7D | -25.0% | -0.7% | -24.3% | -22.4% |
| 30D | +0.8% | -1.1% | +1.8% | +6.5% |
| 3M | +68.6% | -0.3% | +69.0% | +73.8% |
| 6M | +32.7% | +7.4% | +25.4% | +7.9% |
| YTD | +17.3% | +13.4% | +3.9% | -17.9% |
| 1Y | -29.9% | +14.8% | -44.7% | -52.6% |
| All | -29.9% | +14.7% | -44.6% | -52.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling