+536.3%
QTUM vs VOO
+199.8%
+336.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.2% |
| 7D | -0.3% | -0.8% | +0.4% | +0.6% |
| 30D | -6.0% | -1.1% | -4.9% | -4.8% |
| 3M | -7.3% | +3.9% | -11.2% | -11.0% |
| 6M | +31.6% | +13.6% | +17.9% | +14.7% |
| YTD | +34.9% | +12.7% | +22.2% | +19.0% |
| 1Y | +50.4% | +17.6% | +32.8% | +26.9% |
| 3Y | +202.0% | +77.3% | +124.7% | +63.8% |
| 5Y | +197.7% | +84.1% | +113.5% | +56.9% |
| All | +536.3% | +199.8% | +336.5% | +109.1% |
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 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