+563.8%
QCOM vs VEU
+192.1%
+371.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.4% |
| 7D | +3.3% | +1.1% | +2.2% | +2.3% |
| 30D | +7.7% | +2.2% | +5.5% | +5.6% |
| 3M | -30.1% | +3.0% | -33.0% | -31.3% |
| 6M | +22.8% | +10.9% | +12.0% | +13.1% |
| YTD | +0.2% | +18.2% | -18.0% | -13.0% |
| 1Y | +7.9% | +28.3% | -20.4% | -12.7% |
| 3Y | +55.8% | +74.6% | -18.8% | -1.9% |
| 5Y | +30.1% | +56.4% | -26.3% | -8.1% |
| 10Y | +248.9% | +153.0% | +95.9% | +74.2% |
| All | +563.8% | +192.1% | +371.7% | +215.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling