+242.6%
QCOM vs VEU
+149.9%
+92.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.6% | -2.6% |
| 7D | +4.3% | +2.1% | +2.2% | +1.4% |
| 30D | -0.1% | -0.9% | +0.8% | +1.8% |
| 3M | +5.2% | -5.4% | +10.6% | +14.2% |
| 6M | -18.4% | -1.8% | -16.6% | -14.8% |
| YTD | +2.4% | +10.9% | -8.5% | -9.0% |
| 1Y | +0.9% | +13.6% | -12.7% | -13.0% |
| 3Y | +48.4% | +69.3% | -20.9% | -21.7% |
| 5Y | +16.6% | +48.1% | -31.5% | -26.1% |
| All | +242.6% | +149.9% | +92.8% | +28.9% |
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