+14.1%
QCOM vs VNQ
+6.7%
+7.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.7% | -2.7% |
| 7D | +4.3% | +0.8% | +3.5% | +3.7% |
| 30D | -0.1% | +6.8% | -6.9% | -5.0% |
| 3M | +5.2% | -1.3% | +6.5% | +6.4% |
| 6M | -18.4% | +2.4% | -20.7% | -20.5% |
| YTD | +2.4% | +12.1% | -9.7% | -7.6% |
| 1Y | +0.9% | +12.0% | -11.1% | -8.9% |
| 3Y | +48.4% | +44.8% | +3.6% | +5.8% |
| All | +14.1% | +6.7% | +7.4% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling