+235.9%
QVMT vs VOO
+356.2%
-120.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.1% |
| 7D | -0.3% | -0.8% | +0.5% | +0.4% |
| 30D | -0.2% | -1.1% | +0.9% | +0.8% |
| 3M | -0.8% | +3.9% | -4.7% | -4.2% |
| 6M | +10.6% | +13.6% | -3.1% | -1.6% |
| YTD | +17.3% | +12.7% | +4.6% | +5.0% |
| 1Y | +22.8% | +17.6% | +5.3% | +5.7% |
| 3Y | +73.9% | +77.3% | -3.4% | +0.7% |
| 5Y | +82.1% | +84.1% | -2.0% | +0.9% |
| 10Y | +228.8% | +323.5% | -94.7% | +1.9% |
| All | +235.9% | +356.2% | -120.3% | +3.9% |
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