+14.6%
QCOM vs VTI
+63.6%
-48.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.2% | -0.3% |
| 7D | +5.8% | +0.2% | +5.6% | +5.8% |
| 30D | -2.3% | -2.9% | +0.6% | +3.2% |
| 3M | +2.7% | -2.6% | +5.3% | +8.2% |
| 6M | -21.0% | +2.8% | -23.8% | -22.6% |
| YTD | +1.8% | +11.6% | -9.8% | -11.6% |
| 1Y | +2.4% | +13.6% | -11.2% | -13.5% |
| 3Y | +52.1% | +79.9% | -27.7% | -33.6% |
| 5Y | +14.6% | +64.3% | -49.6% | -38.7% |
| All | +14.6% | +63.6% | -48.9% | -38.7% |
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