+21.1%
QCOM vs VTV
+76.8%
-55.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.0% |
| 7D | +5.5% | 0.0% | +5.5% | +5.9% |
| 30D | -1.1% | +3.2% | -4.3% | -5.8% |
| 3M | +7.6% | +1.7% | +5.9% | +5.2% |
| 6M | -20.1% | +11.0% | -31.1% | -31.7% |
| YTD | +3.0% | +21.0% | -18.0% | -22.9% |
| 1Y | +3.2% | +24.3% | -21.0% | -25.8% |
| 3Y | +48.9% | +76.9% | -28.1% | -36.9% |
| 5Y | +21.1% | +76.9% | -55.9% | -45.5% |
| All | +21.1% | +76.8% | -55.7% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling