+195.7%
QTUM vs VOO
+82.8%
+112.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.1% |
| 7D | -0.3% | -0.8% | +0.4% | +0.7% |
| 30D | -6.0% | -1.1% | -4.9% | -4.6% |
| 3M | -7.3% | +3.9% | -11.2% | -11.6% |
| 6M | +31.6% | +13.6% | +17.9% | +12.5% |
| YTD | +34.9% | +12.7% | +22.2% | +16.9% |
| 1Y | +50.4% | +17.6% | +32.8% | +23.9% |
| 3Y | +202.0% | +77.3% | +124.7% | +51.6% |
| All | +195.7% | +82.8% | +112.9% | +46.1% |
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