+59.3%
QTOC vs VOO
+89.3%
-29.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.5% |
| 7D | +0.2% | -0.4% | +0.6% | +0.6% |
| 30D | +1.1% | -1.4% | +2.5% | +2.5% |
| 3M | +4.6% | +3.7% | +0.9% | +0.6% |
| 6M | +14.6% | +13.0% | +1.5% | +0.6% |
| YTD | +14.3% | +12.4% | +1.8% | +0.9% |
| 1Y | +18.0% | +18.6% | -0.6% | -1.4% |
| 3Y | +69.7% | +78.1% | -8.3% | -8.7% |
| All | +59.3% | +89.3% | -29.9% | -18.7% |
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