+1,646.5%
QLD vs VEU
+149.3%
+1,497.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.7% |
| 7D | +3.0% | +1.7% | +1.3% | -0.5% |
| 30D | -1.8% | +1.0% | -2.8% | -3.7% |
| 3M | -1.8% | +5.6% | -7.4% | -11.1% |
| 6M | +36.9% | +13.7% | +23.2% | +6.9% |
| YTD | +28.7% | +17.7% | +11.0% | -6.9% |
| 1Y | +41.9% | +25.8% | +16.1% | -10.1% |
| 3Y | +184.2% | +77.1% | +107.1% | -7.9% |
| 5Y | +122.1% | +57.1% | +65.0% | +0.9% |
| 10Y | +1,646.5% | +149.8% | +1,496.7% | +304.4% |
| All | +1,646.5% | +149.3% | +1,497.2% | +304.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling