+276.8%
QCOM vs VEU
+152.0%
+124.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.7% |
| 7D | +5.1% | +1.7% | +3.4% | +2.8% |
| 30D | +4.3% | +1.0% | +3.3% | +2.9% |
| 3M | -19.6% | +5.6% | -25.2% | -24.7% |
| 6M | +29.5% | +13.7% | +15.8% | +10.8% |
| YTD | +3.4% | +17.7% | -14.3% | -15.7% |
| 1Y | +10.9% | +25.8% | -14.9% | -16.7% |
| 3Y | +74.8% | +77.1% | -2.3% | -13.5% |
| 5Y | +36.2% | +57.1% | -21.0% | -20.5% |
| All | +276.8% | +152.0% | +124.7% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling