-81.3%
QTEX vs VOO
+87.6%
-168.8%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +7.6% |
| 7D | +6.7% | -0.8% | +7.5% | +8.0% |
| 30D | -11.9% | -1.1% | -10.8% | -9.9% |
| 3M | -41.4% | +3.9% | -45.3% | -43.3% |
| 6M | +55.1% | +13.6% | +41.4% | +38.2% |
| YTD | -1.1% | +12.7% | -13.8% | -10.9% |
| 1Y | -23.3% | +17.6% | -40.9% | -34.0% |
| 3Y | -36.4% | +77.3% | -113.7% | -66.6% |
| 5Y | -71.9% | +84.1% | -156.1% | -85.3% |
| All | -81.3% | +87.6% | -168.8% | -89.9% |
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