+1,418.0%
QLD vs VEU
+147.4%
+1,270.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.8% | +4.0% | +1.0% |
| 7D | -1.4% | +0.8% | -2.2% | -2.3% |
| 30D | -19.6% | -1.6% | -17.9% | -15.9% |
| 3M | -14.1% | -4.2% | -10.0% | -5.2% |
| 6M | -13.6% | -1.5% | -12.1% | -8.5% |
| YTD | +12.5% | +11.7% | +0.8% | -8.4% |
| 1Y | +13.1% | +15.6% | -2.4% | -14.1% |
| 3Y | +154.7% | +71.7% | +83.0% | -11.8% |
| 5Y | +81.1% | +49.5% | +31.6% | -8.2% |
| 10Y | +1,418.0% | +145.6% | +1,272.3% | +283.3% |
| All | +1,418.0% | +147.4% | +1,270.6% | +283.3% |
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