-74.2%
QTEX vs VOO
+80.3%
-154.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.1% |
| 7D | 0.0% | -2.0% | +2.0% | +3.0% |
| 30D | -17.9% | -1.7% | -16.2% | -15.3% |
| 3M | -42.6% | +4.7% | -47.3% | -45.0% |
| 6M | +43.8% | +12.6% | +31.2% | +29.6% |
| YTD | -9.1% | +11.8% | -20.9% | -17.3% |
| 1Y | -34.6% | +17.5% | -52.1% | -43.8% |
| 3Y | -42.0% | +77.0% | -119.0% | -70.0% |
| 5Y | -74.2% | +82.6% | -156.8% | -86.2% |
| All | -74.2% | +80.3% | -154.5% | -86.2% |
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