+281.8%
QCOM vs VTI
+295.1%
-13.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.9% | +2.1% |
| 7D | +4.4% | -0.4% | +4.7% | +4.8% |
| 30D | +9.4% | -1.6% | +11.0% | +11.7% |
| 3M | -13.7% | +3.6% | -17.2% | -17.2% |
| 6M | +28.9% | +13.0% | +15.9% | +10.8% |
| YTD | +4.7% | +12.7% | -8.0% | -9.5% |
| 1Y | +13.5% | +18.4% | -4.9% | -7.7% |
| 3Y | +77.1% | +76.4% | +0.7% | -11.9% |
| 5Y | +38.9% | +73.7% | -34.8% | -27.3% |
| 10Y | +281.8% | +302.5% | -20.7% | -18.8% |
| All | +281.8% | +295.1% | -13.3% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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