+36.2%
QCOM vs VTI
+73.8%
-37.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.7% | +4.0% |
| 7D | +5.1% | +0.6% | +4.4% | +3.9% |
| 30D | +4.3% | -1.1% | +5.4% | +6.0% |
| 3M | -19.6% | +3.9% | -23.5% | -23.8% |
| 6M | +29.5% | +14.6% | +14.9% | +6.6% |
| YTD | +3.4% | +13.3% | -9.9% | -13.3% |
| 1Y | +10.9% | +19.2% | -8.3% | -13.4% |
| 3Y | +74.8% | +77.4% | -2.6% | -22.8% |
| 5Y | +36.2% | +74.0% | -37.9% | -33.7% |
| All | +36.2% | +73.8% | -37.6% | -33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling