-82.4%
QTEX vs VOO
+89.0%
-171.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.5% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | -22.8% | +0.1% | -22.8% | -22.4% |
| 3M | -55.4% | +2.0% | -57.4% | -55.3% |
| 6M | +35.8% | +13.0% | +22.8% | +21.4% |
| YTD | -7.3% | +13.6% | -20.9% | -17.5% |
| 1Y | -26.2% | +20.1% | -46.3% | -38.3% |
| 3Y | -41.7% | +77.6% | -119.2% | -69.5% |
| 5Y | -76.2% | +82.4% | -158.6% | -87.9% |
| All | -82.4% | +89.0% | -171.5% | -90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling