-91.7%
QSI vs VOO
+82.8%
-174.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -1.8% |
| 7D | -3.4% | -0.8% | -2.6% | -1.7% |
| 30D | -11.6% | -1.1% | -10.5% | -9.4% |
| 3M | -23.9% | +3.9% | -27.8% | -30.0% |
| 6M | -29.5% | +13.6% | -43.2% | -45.4% |
| YTD | -32.7% | +12.7% | -45.4% | -46.4% |
| 1Y | -38.3% | +17.6% | -55.9% | -54.1% |
| 3Y | -67.8% | +77.3% | -145.1% | -89.4% |
| All | -91.7% | +82.8% | -174.5% | -97.2% |
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