+13.5%
QCOM vs VTI
+18.5%
-5.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.9% | +2.4% |
| 7D | +4.4% | -0.4% | +4.7% | +5.0% |
| 30D | +9.4% | -1.6% | +11.0% | +12.9% |
| 3M | -13.7% | +3.6% | -17.2% | -19.0% |
| 6M | +28.9% | +13.0% | +15.9% | +7.8% |
| YTD | +4.7% | +12.7% | -8.0% | -11.9% |
| 1Y | +13.5% | +18.4% | -4.9% | -9.8% |
| All | +13.5% | +18.5% | -5.0% | -9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling