+242.6%
QCOM vs VTI
+289.3%
-46.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.1% |
| 7D | +4.3% | +2.5% | +1.7% | +0.7% |
| 30D | -0.1% | -1.5% | +1.4% | +2.8% |
| 3M | +5.2% | -3.2% | +8.4% | +11.0% |
| 6M | -18.4% | +2.3% | -20.7% | -19.3% |
| YTD | +2.4% | +11.6% | -9.2% | -9.5% |
| 1Y | +0.9% | +13.8% | -12.9% | -13.0% |
| 3Y | +48.4% | +77.4% | -29.0% | -26.2% |
| 5Y | +16.6% | +64.6% | -48.0% | -34.4% |
| All | +242.6% | +289.3% | -46.6% | -34.4% |
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