+13.6%
QCOM vs VTV
+23.7%
-10.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +1.8% |
| 7D | +4.9% | -2.1% | +7.0% | +9.6% |
| 30D | +9.3% | -1.3% | +10.6% | +12.3% |
| 3M | -7.0% | +5.6% | -12.6% | -17.7% |
| 6M | +32.0% | +12.4% | +19.6% | +6.1% |
| YTD | +5.0% | +17.6% | -12.6% | -22.7% |
| 1Y | +13.6% | +23.5% | -9.9% | -22.4% |
| All | +13.6% | +23.7% | -10.1% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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