+425.1%
QUAL vs VOO
+463.5%
-38.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | -2.3% | -2.0% | -0.3% | -0.3% |
| 30D | -3.0% | -1.7% | -1.3% | -1.4% |
| 3M | +3.1% | +4.7% | -1.7% | -1.6% |
| 6M | +9.5% | +12.6% | -3.1% | -2.7% |
| YTD | +10.4% | +11.8% | -1.4% | -1.2% |
| 1Y | +16.3% | +17.5% | -1.2% | -1.0% |
| 3Y | +64.1% | +77.0% | -12.9% | -7.0% |
| 5Y | +66.9% | +82.6% | -15.7% | -8.0% |
| 10Y | +281.4% | +320.0% | -38.6% | -6.3% |
| All | +425.1% | +463.5% | -38.4% | -0.9% |
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